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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 | $16,818 | $103,392-83.7% | $87,104-80.7% | $152,897-89.0% |
| Participation rate | 53.8% | 79.4%-25.5pp | 76.9%-23.0pp | 82.5%-28.6pp |
| Annual return | 19.58% | 28.10%-8.5pp | 28.19%-8.6pp | 345.43%-325.9pp |
| Employer contribution / active EE | $732 | $3,221-77.3% | $2,521-71.0% | $4,764-84.6% |
| Participant deferral / active EE | $3,655 | $4,778-23.5% | $4,048-9.7% | $5,851-37.5% |
| Admin fee / account holder | $134 | $12,194-98.9% | $7,491-98.2% | $11,599-98.8% |