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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 | $40,429 | $123,793-67.3% | $177,840-77.3% | $79,852-49.4% |
| Participation rate | 68.3% | 84.7%-16.4pp | 87.7%-19.4pp | 69.6%-1.3pp |
| Annual return | 19.76% | 22.82%-3.1pp | 48.32%-28.6pp | 31.72%-12.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,439 | $5,956-25.5% | $7,714-42.5% | $3,740+18.7% |
| Admin fee / account holder | $143 | $7,243-98.0% | $12,431-98.8% | $5,306-97.3% |