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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 | $31,499 | $95,404-67.0% | $113,397-72.2% | $82,637-61.9% |
| Participation rate | 69.1% | 72.8%-3.7pp | 76.5%-7.4pp | 68.1%+1.1pp |
| Annual return | 22.80% | 19.08%+3.7pp | 23.20%-0.4pp | 53.51%-30.7pp |
| Employer contribution / active EE | $1,599 | $2,307-30.7% | $2,977-46.3% | $2,552-37.4% |
| Participant deferral / active EE | $3,928 | $4,220-6.9% | $5,076-22.6% | $4,126-4.8% |
| Admin fee / account holder | $284 | $9,168-96.9% | $11,957-97.6% | $7,339-96.1% |