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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 | $19,572 | $223,823-91.3% | $211,142-90.7% | $154,746-87.4% |
| Participation rate | 62.5% | 87.9%-25.4pp | 87.3%-24.8pp | 80.7%-18.2pp |
| Annual return | 22.40% | 50.39%-28.0pp | 46.84%-24.4pp | 172.34%-149.9pp |
| Employer contribution / active EE | $2,649 | $6,787-61.0% | $6,442-58.9% | $4,379-39.5% |
| Participant deferral / active EE | $3,679 | $9,750-62.3% | $9,284-60.4% | $6,730-45.3% |
| Admin fee / account holder | $146 | $19,707-99.3% | $19,076-99.2% | $14,365-99.0% |