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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 | $17,377 | $136,860-87.3% | $120,344-85.6% | $154,746-88.8% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 20.19% | 21.38%-1.2pp | 20.30%-0.1pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,016 | $3,533-71.2% | $3,020-66.3% | $4,379-76.8% |
| Participant deferral / active EE | $2,976 | $5,793-48.6% | $5,135-42.0% | $6,730-55.8% |
| Admin fee / account holder | $199 | $15,393-98.7% | $12,742-98.4% | $14,365-98.6% |