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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 | $13,555 | $110,212-87.7% | $96,534-86.0% | $139,466-90.3% |
| Participation rate | 41.2% | 78.1%-36.9pp | 76.0%-34.8pp | 80.3%-39.2pp |
| Annual return | 40.41% | 26.42%+14.0pp | 25.88%+14.5pp | 373.66%-333.3pp |
| Employer contribution / active EE | $1,102 | $3,620-69.6% | $2,965-62.8% | $4,754-76.8% |
| Participant deferral / active EE | $3,160 | $5,547-43.0% | $4,851-34.9% | $6,712-52.9% |
| Admin fee / account holder | $119 | $11,599-99.0% | $8,253-98.6% | $11,409-99.0% |