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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 | $18,117 | $181,896-90.0% | $156,551-88.4% | $273,972-93.4% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 12.99% | 30.74%-17.8pp | 32.23%-19.2pp | 41.46%-28.5pp |
| Employer contribution / active EE | $1,549 | $6,248-75.2% | $5,501-71.8% | $4,869-68.2% |
| Participant deferral / active EE | $4,057 | $5,550-26.9% | $4,871-16.7% | $5,287-23.3% |
| Admin fee / account holder | $109 | $15,560-99.3% | $13,028-99.2% | $10,133-98.9% |