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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 | $13,629 | $181,896-92.5% | $156,551-91.3% | $273,972-95.0% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | 39.78% | 30.74%+9.0pp | 32.23%+7.6pp | 41.46%-1.7pp |
| Employer contribution / active EE | $1,440 | $6,248-77.0% | $5,501-73.8% | $4,869-70.4% |
| Participant deferral / active EE | $2,760 | $5,550-50.3% | $4,871-43.3% | $5,287-47.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |