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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 | $18,360 | $156,616-88.3% | $133,346-86.2% | $198,609-90.8% |
| Participation rate | 69.6% | 77.7%-8.2pp | 72.8%-3.3pp | 82.4%-12.8pp |
| Annual return | 17.14% | 44.25%-27.1pp | 36.85%-19.7pp | 202.70%-185.6pp |
| Employer contribution / active EE | $874 | $3,368-74.0% | $2,853-69.4% | $5,055-82.7% |
| Participant deferral / active EE | $1,760 | $4,920-64.2% | $4,332-59.4% | $6,977-74.8% |
| Admin fee / account holder | $101 | $17,468-99.4% | $14,264-99.3% | $19,030-99.5% |