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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 | $213,785-90.0% | $185,441-88.4% | $155,188-86.2% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 20.97% | 19.97%+1.0pp | 20.16%+0.8pp | 148.84%-127.9pp |
| Employer contribution / active EE | $1,862 | $5,393-65.5% | $4,672-60.1% | $4,248-56.2% |
| Participant deferral / active EE | $6,486 | $6,864-5.5% | $6,152+5.4% | $6,531-0.7% |
| Admin fee / account holder | $87 | $21,134-99.6% | $17,890-99.5% | $14,480-99.4% |