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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 | $14,159 | $118,496-88.1% | $98,461-85.6% | $139,466-89.8% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 21.06% | 18.96%+2.1pp | 21.17%-0.1pp | 373.66%-352.6pp |
| Employer contribution / active EE | $767 | $3,611-78.7% | $3,049-74.8% | $4,754-83.9% |
| Participant deferral / active EE | $3,334 | $5,393-38.2% | $4,738-29.6% | $6,712-50.3% |
| Admin fee / account holder | $104 | $14,056-99.3% | $8,961-98.8% | $11,409-99.1% |