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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 | $20,479 | $91,559-77.6% | $133,971-84.7% | $79,852-74.4% |
| Participation rate | 40.0% | 73.3%-33.3pp | 79.8%-39.8pp | 69.6%-29.6pp |
| Annual return | 35.54% | 61.85%-26.3pp | 45.09%-9.6pp | 31.72%+3.8pp |
| Employer contribution / active EE | $1,069 | $2,384-55.2% | $3,919-72.7% | $2,471-56.7% |
| Participant deferral / active EE | $4,581 | $3,734+22.7% | $5,047-9.2% | $3,740+22.5% |
| Admin fee / account holder | $109 | $6,321-98.3% | $8,929-98.8% | $5,306-97.9% |