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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 | $19,619 | $98,766-80.1% | $149,730-86.9% | $79,852-75.4% |
| Participation rate | 51.5% | 75.8%-24.3pp | 82.5%-31.0pp | 69.6%-18.1pp |
| Annual return | 28.23% | 27.43%+0.8pp | 276.70%-248.5pp | 31.72%-3.5pp |
| Employer contribution / active EE | $2,364 | $3,217-26.5% | $4,645-49.1% | $2,471-4.3% |
| Participant deferral / active EE | $2,726 | $5,681-52.0% | $6,843-60.2% | $3,740-27.1% |
| Admin fee / account holder | $0 | $6,052-100.0% | $9,310-100.0% | $5,306-100.0% |