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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 | $6,017 | $106,247-94.3% | $96,515-93.8% | $139,466-95.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 37.62% | 38.47%-0.8pp | 35.73%+1.9pp | 373.66%-336.0pp |
| Employer contribution / active EE | $997 | $4,106-75.7% | $3,740-73.3% | $4,754-79.0% |
| Participant deferral / active EE | $1,932 | $5,456-64.6% | $4,880-60.4% | $6,712-71.2% |
| Admin fee / account holder | $16 | $7,885-99.8% | $6,735-99.8% | $11,409-99.9% |