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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 | $21,697 | $88,672-75.5% | $105,223-79.4% | $82,448-73.7% |
| Participation rate | 65.6% | 67.9%-2.3pp | 75.0%-9.4pp | 68.1%-2.4pp |
| Annual return | 23.35% | 30.86%-7.5pp | 180.65%-157.3pp | 41.64%-18.3pp |
| Employer contribution / active EE | $1,316 | $3,048-56.8% | $3,689-64.3% | $2,551-48.4% |
| Participant deferral / active EE | $2,964 | $4,036-26.6% | $5,072-41.6% | $4,139-28.4% |
| Admin fee / account holder | $92 | $7,146-98.7% | $8,859-99.0% | $7,234-98.7% |