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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 | $13,086 | $156,398-91.6% | $147,318-91.1% | $138,895-90.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 29.58% | 78.75%-49.2pp | 70.43%-40.8pp | 145.39%-115.8pp |
| Employer contribution / active EE | $2,075 | $4,853-57.2% | $4,593-54.8% | $4,194-50.5% |
| Participant deferral / active EE | $2,594 | $8,237-68.5% | $7,906-67.2% | $6,396-59.4% |
| Admin fee / account holder | $19 | $14,976-99.9% | $13,708-99.9% | $12,562-99.8% |