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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 | $23,845 | $88,360-73.0% | $145,433-83.6% | $67,986-64.9% |
| Participation rate | 69.0% | 65.5%+3.5pp | 82.1%-13.1pp | 57.2%+11.8pp |
| Annual return | 25.74% | 63.15%-37.4pp | 66.58%-40.8pp | 31.67%-5.9pp |
| Employer contribution / active EE | $966 | $3,054-68.4% | $4,554-78.8% | $2,019-52.2% |
| Participant deferral / active EE | $2,709 | $5,932-54.3% | $7,897-65.7% | $3,358-19.3% |
| Admin fee / account holder | $130 | $3,313-96.1% | $13,129-99.0% | $3,203-96.0% |