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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 | $6,389 | $174,379-96.3% | $152,093-95.8% | $138,895-95.4% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 24.09% | 74.86%-50.8pp | 66.36%-42.3pp | 145.39%-121.3pp |
| Employer contribution / active EE | $2,708 | $4,652-41.8% | $4,175-35.1% | $4,194-35.4% |
| Participant deferral / active EE | $2,847 | $6,159-53.8% | $5,451-47.8% | $6,396-55.5% |
| Admin fee / account holder | $28 | $16,880-99.8% | $14,497-99.8% | $12,562-99.8% |