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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 | $16,192 | $178,174-90.9% | $156,181-89.6% | $137,256-88.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 18.46% | 84.19%-65.7pp | 64.87%-46.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,591 | $4,972-47.9% | $4,294-39.7% | $4,156-37.7% |
| Participant deferral / active EE | $2,591 | $6,888-62.4% | $6,132-57.7% | $6,407-59.6% |
| Admin fee / account holder | $258 | $17,404-98.5% | $14,586-98.2% | $12,270-97.9% |