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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 | $10,653 | $111,814-90.5% | $103,378-89.7% | $145,978-92.7% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 14.60% | 24.80%-10.2pp | 24.91%-10.3pp | 550.52%-535.9pp |
| Employer contribution / active EE | $1,475 | $4,215-65.0% | $3,870-61.9% | $4,662-68.4% |
| Participant deferral / active EE | $2,044 | $5,618-63.6% | $5,058-59.6% | $6,690-69.4% |
| Admin fee / account holder | $72 | $9,764-99.3% | $8,401-99.1% | $13,400-99.5% |