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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 | $11,047 | $107,363-89.7% | $92,909-88.1% | $152,897-92.8% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.5%-13.2pp |
| Annual return | 198.24% | 145.63%+52.6pp | 109.44%+88.8pp | 345.43%-147.2pp |
| Employer contribution / active EE | $1,079 | $4,222-74.4% | $3,653-70.5% | $4,764-77.4% |
| Participant deferral / active EE | $1,650 | $4,848-66.0% | $4,238-61.1% | $5,851-71.8% |
| Admin fee / account holder | $206 | $7,082-97.1% | $5,795-96.5% | $11,599-98.2% |