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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 | $12,303 | $181,896-93.2% | $156,551-92.1% | $273,972-95.5% |
| Participation rate | 68.8% | 88.4%-19.6pp | 84.0%-15.3pp | 83.0%-14.3pp |
| Annual return | 14.42% | 30.74%-16.3pp | 32.23%-17.8pp | 41.46%-27.0pp |
| Employer contribution / active EE | $1,827 | $6,248-70.8% | $5,501-66.8% | $4,869-62.5% |
| Participant deferral / active EE | $3,628 | $5,550-34.6% | $4,871-25.5% | $5,287-31.4% |
| Admin fee / account holder | $267 | $15,560-98.3% | $13,028-98.0% | $10,133-97.4% |