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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 | $11,677 | $73,988-84.2% | $96,538-87.9% | $75,177-84.5% |
| Participation rate | 33.3% | 66.4%-33.1pp | 74.3%-41.0pp | 67.2%-33.9pp |
| Annual return | 25.22% | 26.73%-1.5pp | 35.74%-10.5pp | 160.75%-135.5pp |
| Employer contribution / active EE | $1,354 | $2,930-53.8% | $3,740-63.8% | $2,671-49.3% |
| Participant deferral / active EE | $1,894 | $3,660-48.3% | $4,880-61.2% | $4,126-54.1% |
| Admin fee / account holder | $6 | $5,220-99.9% | $6,737-99.9% | $5,651-99.9% |