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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 | $20,032 | $86,298-76.8% | $111,308-82.0% | $85,847-76.7% |
| Participation rate | 59.5% | 73.3%-13.9pp | 77.3%-17.9pp | 69.3%-9.9pp |
| Annual return | 16.15% | 19.99%-3.8pp | 54.67%-38.5pp | 318.61%-302.5pp |
| Employer contribution / active EE | $1,706 | $2,044-16.5% | $2,732-37.6% | $2,565-33.5% |
| Participant deferral / active EE | $3,526 | $3,641-3.1% | $4,487-21.4% | $3,952-10.8% |
| Admin fee / account holder | $231 | $8,189-97.2% | $7,965-97.1% | $6,261-96.3% |