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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 | $16,252 | $138,312-88.2% | $122,979-86.8% | $155,188-89.5% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 19.42% | 22.06%-2.6pp | 20.12%-0.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,053 | $5,592-27.5% | $5,003-19.0% | $6,531-38.0% |
| Admin fee / account holder | $238 | $15,089-98.4% | $12,864-98.2% | $14,480-98.4% |