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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 | $14,790 | $139,948-89.4% | $121,663-87.8% | $154,746-90.4% |
| Participation rate | 52.2% | 78.0%-25.8pp | 74.5%-22.3pp | 80.7%-28.5pp |
| Annual return | 23.36% | 230.52%-207.2pp | 147.54%-124.2pp | 172.34%-149.0pp |
| Employer contribution / active EE | $1,569 | $3,521-55.4% | $3,020-48.0% | $4,379-64.2% |
| Participant deferral / active EE | $2,239 | $5,629-60.2% | $4,887-54.2% | $6,730-66.7% |
| Admin fee / account holder | $162 | $17,321-99.1% | $14,289-98.9% | $14,365-98.9% |