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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 | $17,709 | $99,652-82.2% | $78,778-77.5% | $147,586-88.0% |
| Participation rate | 58.3% | 76.2%-17.9pp | 69.2%-10.9pp | 82.8%-24.5pp |
| Annual return | 14.98% | 47.28%-32.3pp | 35.62%-20.6pp | 578.59%-563.6pp |
| Employer contribution / active EE | $879 | $2,796-68.6% | $1,986-55.8% | $4,876-82.0% |
| Participant deferral / active EE | $1,122 | $3,664-69.4% | $2,958-62.1% | $5,439-79.4% |
| Admin fee / account holder | $52 | $7,155-99.3% | $5,134-99.0% | $10,886-99.5% |