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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 | $13,931 | $65,361-78.7% | $92,903-85.0% | $72,983-80.9% |
| Participation rate | 67.6% | 68.3%-0.7pp | 76.0%-8.4pp | 69.5%-1.9pp |
| Annual return | 22.15% | 42.11%-20.0pp | 109.43%-87.3pp | 81.01%-58.9pp |
| Employer contribution / active EE | $888 | $2,594-65.8% | $3,653-75.7% | $2,440-63.6% |
| Participant deferral / active EE | $2,121 | $3,128-32.2% | $4,238-50.0% | $3,608-41.2% |
| Admin fee / account holder | $15 | $4,251-99.6% | $5,795-99.7% | $5,124-99.7% |