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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 | $23,737 | $201,370-88.2% | $184,256-87.1% | $145,897-83.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 42.29% | 29.05%+13.2pp | 28.85%+13.4pp | 552.29%-510.0pp |
| Employer contribution / active EE | $1,574 | $7,024-77.6% | $6,427-75.5% | $4,663-66.2% |
| Participant deferral / active EE | $4,164 | $9,808-57.5% | $9,133-54.4% | $6,689-37.7% |
| Admin fee / account holder | $130 | $16,364-99.2% | $13,899-99.1% | $13,390-99.0% |