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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 | $7,858 | $123,155-93.6% | $108,753-92.8% | $155,188-94.9% |
| Participation rate | 69.2% | 75.6%-6.4pp | 71.1%-1.9pp | 80.8%-11.6pp |
| Annual return | 20.11% | 44.73%-24.6pp | 37.47%-17.4pp | 148.84%-128.7pp |
| Employer contribution / active EE | $1,027 | $2,811-63.5% | $2,427-57.7% | $4,248-75.8% |
| Participant deferral / active EE | $1,544 | $4,623-66.6% | $4,115-62.5% | $6,531-76.4% |
| Admin fee / account holder | $121 | $12,126-99.0% | $10,320-98.8% | $14,480-99.2% |