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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 | $14,078 | $82,882-83.0% | $127,803-89.0% | $72,975-80.7% |
| Participation rate | 52.5% | 71.5%-19.0pp | 79.0%-26.6pp | 69.5%-17.0pp |
| Annual return | 33.42% | 32.20%+1.2pp | 26.14%+7.3pp | 81.01%-47.6pp |
| Employer contribution / active EE | $1,414 | $3,346-57.7% | $4,576-69.1% | $2,440-42.0% |
| Participant deferral / active EE | $1,828 | $4,791-61.8% | $6,023-69.7% | $3,608-49.3% |
| Admin fee / account holder | $0 | $6,487-100.0% | $9,399-100.0% | $5,124-100.0% |