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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 | $21,676 | $102,422-78.8% | $147,117-85.3% | $80,959-73.2% |
| Participation rate | 62.2% | 75.9%-13.7pp | 82.2%-20.0pp | 67.7%-5.5pp |
| Annual return | 18.90% | 135.16%-116.3pp | 420.54%-401.6pp | 35.67%-16.8pp |
| Employer contribution / active EE | $1,910 | $3,717-48.6% | $4,932-61.3% | $2,757-30.7% |
| Participant deferral / active EE | $4,052 | $6,652-39.1% | $8,065-49.8% | $4,300-5.8% |
| Admin fee / account holder | $287 | $7,953-96.4% | $12,993-97.8% | $6,925-95.9% |