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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 | $11,860 | $181,896-93.5% | $156,551-92.4% | $273,972-95.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 7.63% | 30.74%-23.1pp | 32.23%-24.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $2,518 | $6,248-59.7% | $5,501-54.2% | $4,869-48.3% |
| Participant deferral / active EE | $3,077 | $5,550-44.6% | $4,871-36.8% | $5,287-41.8% |
| Admin fee / account holder | $55 | $15,560-99.6% | $13,028-99.6% | $10,133-99.5% |