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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 | $28,190 | $156,616-82.0% | $133,346-78.9% | $198,609-85.8% |
| Participation rate | 66.7% | 77.7%-11.1pp | 72.8%-6.2pp | 82.4%-15.7pp |
| Annual return | 25.03% | 44.25%-19.2pp | 36.85%-11.8pp | 202.70%-177.7pp |
| Employer contribution / active EE | $1,791 | $3,368-46.8% | $2,853-37.2% | $5,055-64.6% |
| Participant deferral / active EE | $3,058 | $4,920-37.8% | $4,332-29.4% | $6,977-56.2% |
| Admin fee / account holder | $180 | $17,468-99.0% | $14,264-98.7% | $19,030-99.1% |