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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 | $16,929 | $165,381-89.8% | $149,730-88.7% | $158,966-89.4% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 30.04% | 348.29%-318.3pp | 276.70%-246.7pp | 302.95%-272.9pp |
| Employer contribution / active EE | $988 | $5,104-80.6% | $4,645-78.7% | $4,762-79.2% |
| Participant deferral / active EE | $3,779 | $7,182-47.4% | $6,843-44.8% | $5,983-36.8% |
| Admin fee / account holder | $264 | $10,809-97.6% | $9,310-97.2% | $11,250-97.7% |