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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 | $16,824 | $162,967-89.7% | $135,792-87.6% | $138,895-87.9% |
| Participation rate | 63.6% | 78.3%-14.7pp | 72.6%-9.0pp | 79.9%-16.3pp |
| Annual return | 23.09% | 30.08%-7.0pp | 25.96%-2.9pp | 145.39%-122.3pp |
| Employer contribution / active EE | $2,301 | $4,211-45.4% | $3,496-34.2% | $4,194-45.1% |
| Participant deferral / active EE | $2,301 | $5,640-59.2% | $4,759-51.7% | $6,396-64.0% |
| Admin fee / account holder | $20 | $15,306-99.9% | $12,266-99.8% | $12,562-99.8% |