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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 | $4,141 | $103,164-96.0% | $90,259-95.4% | $154,746-97.3% |
| Participation rate | 66.7% | 76.1%-9.4pp | 70.7%-4.1pp | 80.7%-14.0pp |
| Annual return | 23.01% | 19.25%+3.8pp | 18.88%+4.1pp | 172.34%-149.3pp |
| Employer contribution / active EE | $571 | $2,532-77.4% | $2,291-75.1% | $4,379-87.0% |
| Participant deferral / active EE | $963 | $4,422-78.2% | $3,827-74.8% | $6,730-85.7% |
| Admin fee / account holder | $10 | $8,593-99.9% | $7,267-99.9% | $14,365-99.9% |