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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 | $15,925 | $148,623-89.3% | $135,974-88.3% | $139,466-88.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 24.00% | 79.30%-55.3pp | 68.30%-44.3pp | 373.66%-349.7pp |
| Employer contribution / active EE | $1,689 | $5,246-67.8% | $4,859-65.2% | $4,754-64.5% |
| Participant deferral / active EE | $4,782 | $8,103-41.0% | $7,760-38.4% | $6,712-28.7% |
| Admin fee / account holder | $119 | $12,406-99.0% | $10,767-98.9% | $11,409-99.0% |