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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 | $199,109-91.9% | $173,730-90.7% | $154,746-89.5% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 18.46% | 20.02%-1.6pp | 19.96%-1.5pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,591 | $5,311-51.2% | $4,577-43.4% | $4,379-40.8% |
| Participant deferral / active EE | $2,591 | $7,113-63.6% | $6,326-59.0% | $6,730-61.5% |
| Admin fee / account holder | $258 | $20,916-98.8% | $17,523-98.5% | $14,365-98.2% |