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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 | $6,346 | $215,361-97.1% | $171,082-96.3% | $273,972-97.7% |
| Participation rate | 57.1% | 82.0%-24.9pp | 76.7%-19.6pp | 83.0%-25.9pp |
| Annual return | 21.11% | 25.14%-4.0pp | 32.56%-11.4pp | 41.46%-20.3pp |
| Employer contribution / active EE | $2,017 | $4,967-59.4% | $4,002-49.6% | $4,869-58.6% |
| Participant deferral / active EE | $2,435 | $5,543-56.1% | $4,797-49.2% | $5,287-53.9% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |