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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 | $22,877 | $131,835-82.6% | $108,582-78.9% | $273,972-91.6% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 33.98% | -91.57%+125.6pp | -51.70%+85.7pp | 41.46%-7.5pp |
| Employer contribution / active EE | $2,574 | $4,913-47.6% | $3,758-31.5% | $4,869-47.1% |
| Participant deferral / active EE | $6,922 | $5,127+35.0% | $4,311+60.6% | $5,287+30.9% |
| Admin fee / account holder | $261 | $10,253-97.5% | $7,645-96.6% | $10,133-97.4% |