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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 | $142,354-89.6% | $125,529-88.2% | $155,188-90.5% |
| Participation rate | 52.2% | 78.1%-25.9pp | 74.7%-22.5pp | 80.8%-28.6pp |
| Annual return | 23.36% | 306.06%-282.7pp | 202.56%-179.2pp | 148.84%-125.5pp |
| Employer contribution / active EE | $1,569 | $3,501-55.2% | $3,058-48.7% | $4,248-63.1% |
| Participant deferral / active EE | $2,239 | $5,491-59.2% | $4,813-53.5% | $6,531-65.7% |
| Admin fee / account holder | $162 | $19,392-99.2% | $16,298-99.0% | $14,480-98.9% |