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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 | $13,487 | $177,156-92.4% | $147,027-90.8% | $154,746-91.3% |
| Participation rate | 66.7% | 79.4%-12.7pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 32.26% | 21.94%+10.3pp | 20.23%+12.0pp | 172.34%-140.1pp |
| Employer contribution / active EE | $1,074 | $4,336-75.2% | $3,626-70.4% | $4,379-75.5% |
| Participant deferral / active EE | $1,932 | $5,797-66.7% | $4,933-60.8% | $6,730-71.3% |
| Admin fee / account holder | $29 | $14,904-99.8% | $12,223-99.8% | $14,365-99.8% |