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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 | $21,482 | $184,014-88.3% | $161,149-86.7% | $138,895-84.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 20.97% | 21.52%-0.5pp | 21.16%-0.2pp | 145.39%-124.4pp |
| Employer contribution / active EE | $1,862 | $5,055-63.2% | $4,360-57.3% | $4,194-55.6% |
| Participant deferral / active EE | $6,486 | $6,909-6.1% | $6,153+5.4% | $6,396+1.4% |
| Admin fee / account holder | $87 | $18,027-99.5% | $15,194-99.4% | $12,562-99.3% |