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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 | $28,649 | $97,648-70.7% | $121,663-76.5% | $87,485-67.3% |
| Participation rate | 53.8% | 70.5%-16.6pp | 74.5%-20.6pp | 68.9%-15.1pp |
| Annual return | 20.71% | 18.03%+2.7pp | 147.54%-126.8pp | 26.06%-5.4pp |
| Employer contribution / active EE | $1,607 | $2,300-30.2% | $3,020-46.8% | $2,596-38.1% |
| Participant deferral / active EE | $3,518 | $3,923-10.3% | $4,887-28.0% | $4,274-17.7% |
| Admin fee / account holder | $0 | $11,100-100.0% | $14,289-100.0% | $7,775-100.0% |