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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,169 | $113,338-84.9% | $94,993-81.9% | $147,586-88.4% |
| Participation rate | 25.0% | 78.0%-53.0pp | 73.9%-48.9pp | 82.8%-57.8pp |
| Annual return | 29.37% | 20.80%+8.6pp | 27.14%+2.2pp | 578.59%-549.2pp |
| Employer contribution / active EE | $290 | $3,160-90.8% | $2,603-88.9% | $4,876-94.1% |
| Participant deferral / active EE | $3,136 | $3,777-17.0% | $3,317-5.5% | $5,439-42.3% |
| Admin fee / account holder | $16 | $6,063-99.7% | $4,960-99.7% | $10,886-99.9% |