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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 | $13,607 | $70,475-80.7% | $100,530-86.5% | $79,858-83.0% |
| Participation rate | 61.2% | 73.7%-12.4pp | 79.4%-18.2pp | 69.6%-8.4pp |
| Annual return | 104.60% | 21.90%+82.7pp | 30.89%+73.7pp | 31.72%+72.9pp |
| Employer contribution / active EE | $2,288 | $2,165+5.7% | $3,418-33.1% | $2,471-7.4% |
| Participant deferral / active EE | $4,680 | $5,181-9.7% | $6,271-25.4% | $3,740+25.1% |
| Admin fee / account holder | $244 | $4,478-94.5% | $8,083-97.0% | $5,306-95.4% |