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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 | $11,014 | $135,956-91.9% | $123,894-91.1% | $273,972-96.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 11.41% | 56.63%-45.2pp | 47.52%-36.1pp | 41.46%-30.0pp |
| Employer contribution / active EE | $1,270 | $5,170-75.4% | $4,617-72.5% | $4,869-73.9% |
| Participant deferral / active EE | $2,373 | $6,343-62.6% | $5,984-60.3% | $5,287-55.1% |
| Admin fee / account holder | $166 | $9,817-98.3% | $8,357-98.0% | $10,133-98.4% |