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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 | $17,041 | $99,652-82.9% | $78,778-78.4% | $147,585-88.5% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.2%-5.6pp | 82.8%-19.2pp |
| Annual return | 19.29% | 47.28%-28.0pp | 35.62%-16.3pp | 578.58%-559.3pp |
| Employer contribution / active EE | $1,061 | $2,796-62.0% | $1,986-46.6% | $4,876-78.2% |
| Participant deferral / active EE | $2,132 | $3,664-41.8% | $2,958-27.9% | $5,439-60.8% |
| Admin fee / account holder | $253 | $7,155-96.5% | $5,134-95.1% | $10,886-97.7% |