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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 | $36,295 | $167,415-78.3% | $140,514-74.2% | $198,609-81.7% |
| Participation rate | 66.7% | 80.9%-14.2pp | 77.8%-11.1pp | 82.4%-15.7pp |
| Annual return | 22.07% | 13.85%+8.2pp | 14.36%+7.7pp | 202.70%-180.6pp |
| Employer contribution / active EE | $1,873 | $4,088-54.2% | $3,378-44.5% | $5,055-62.9% |
| Participant deferral / active EE | $8,850 | $5,579+58.6% | $4,919+79.9% | $6,977+26.8% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |