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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 | $12,823 | $124,351-89.7% | $109,188-88.3% | $167,553-92.3% |
| Participation rate | 52.4% | 79.4%-27.1pp | 75.9%-23.5pp | 82.1%-29.7pp |
| Annual return | 30.52% | 26.04%+4.5pp | 25.76%+4.8pp | 478.89%-448.4pp |
| Employer contribution / active EE | $1,279 | $4,210-69.6% | $3,723-65.7% | $4,840-73.6% |
| Participant deferral / active EE | $2,852 | $5,257-45.7% | $4,654-38.7% | $6,343-55.0% |
| Admin fee / account holder | $162 | $7,975-98.0% | $6,755-97.6% | $12,316-98.7% |