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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 | $16,502 | $165,361-90.0% | $149,715-89.0% | $158,950-89.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 26.24% | 348.24%-322.0pp | 276.66%-250.4pp | 302.91%-276.7pp |
| Employer contribution / active EE | $1,532 | $5,103-70.0% | $4,645-67.0% | $4,762-67.8% |
| Participant deferral / active EE | $2,511 | $7,182-65.0% | $6,842-63.3% | $5,983-58.0% |
| Admin fee / account holder | $185 | $10,808-98.3% | $9,310-98.0% | $11,248-98.4% |