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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 | $15,309 | $73,978-79.3% | $96,515-84.1% | $75,173-79.6% |
| Participation rate | 53.3% | 66.4%-13.1pp | 74.3%-21.0pp | 67.2%-13.9pp |
| Annual return | 32.56% | 26.72%+5.8pp | 35.73%-3.2pp | 160.72%-128.2pp |
| Employer contribution / active EE | $1,712 | $2,931-41.6% | $3,740-54.2% | $2,671-35.9% |
| Participant deferral / active EE | $3,153 | $3,660-13.9% | $4,880-35.4% | $4,126-23.6% |
| Admin fee / account holder | $88 | $5,219-98.3% | $6,735-98.7% | $5,651-98.4% |