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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 | $20,910 | $104,251-79.9% | $91,004-77.0% | $147,585-85.8% |
| Participation rate | 57.1% | 78.2%-21.1pp | 75.6%-18.5pp | 82.8%-25.7pp |
| Annual return | 30.87% | 27.06%+3.8pp | 4.60%+26.3pp | 578.58%-547.7pp |
| Employer contribution / active EE | $2,119 | $3,116-32.0% | $2,456-13.7% | $4,876-56.5% |
| Participant deferral / active EE | $2,665 | $4,195-36.5% | $3,548-24.9% | $5,439-51.0% |
| Admin fee / account holder | $55 | $8,948-99.4% | $5,417-99.0% | $10,886-99.5% |