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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 | $22,825 | $181,896-87.5% | $156,551-85.4% | $273,972-91.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 10.98% | 30.74%-19.8pp | 32.23%-21.3pp | 41.46%-30.5pp |
| Employer contribution / active EE | $2,473 | $6,248-60.4% | $5,501-55.0% | $4,869-49.2% |
| Participant deferral / active EE | $8,079 | $5,550+45.6% | $4,871+65.9% | $5,287+52.8% |
| Admin fee / account holder | $53 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |