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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 | $16,955 | $46,877-63.8% | $122,354-86.1% | $70,126-75.8% |
| Participation rate | 66.0% | 58.2%+7.7pp | 71.6%-5.7pp | 69.5%-3.6pp |
| Annual return | 0.00% | 24.22%-24.2pp | 30.28%-30.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,254 | $1,288-2.7% | $4,051-69.1% | $2,343-46.5% |
| Participant deferral / active EE | $2,650 | $2,167+22.3% | $3,287-19.4% | $3,332-20.5% |
| Admin fee / account holder | $188 | $3,324-94.3% | $5,479-96.6% | $4,645-96.0% |