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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 | $27,777 | $185,141-85.0% | $153,416-81.9% | $155,188-82.1% |
| Participation rate | 50.0% | 79.9%-29.9pp | 74.3%-24.3pp | 80.8%-30.8pp |
| Annual return | 23.43% | 18.72%+4.7pp | 17.84%+5.6pp | 148.84%-125.4pp |
| Employer contribution / active EE | $956 | $4,489-78.7% | $3,764-74.6% | $4,248-77.5% |
| Participant deferral / active EE | $4,266 | $5,477-22.1% | $4,723-9.7% | $6,531-34.7% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |