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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 | $19,887 | $99,875-80.1% | $146,866-86.5% | $86,983-77.1% |
| Participation rate | 64.6% | 75.8%-11.2pp | 82.5%-17.9pp | 69.5%-5.0pp |
| Annual return | 21.83% | 28.10%-6.3pp | 102.85%-81.0pp | 25.83%-4.0pp |
| Employer contribution / active EE | $1,244 | $3,224-61.4% | $4,425-71.9% | $2,584-51.9% |
| Participant deferral / active EE | $2,747 | $6,322-56.6% | $7,759-64.6% | $4,194-34.5% |
| Admin fee / account holder | $71 | $7,838-99.1% | $13,620-99.5% | $7,856-99.1% |