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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 | $94,436-69.7% | $115,599-75.2% | $82,637-65.3% |
| Participation rate | 53.8% | 70.4%-16.6pp | 74.3%-20.4pp | 68.1%-14.2pp |
| Annual return | 20.71% | 18.37%+2.3pp | 111.10%-90.4pp | 53.51%-32.8pp |
| Employer contribution / active EE | $1,607 | $2,324-30.9% | $2,955-45.6% | $2,552-37.1% |
| Participant deferral / active EE | $3,518 | $3,955-11.1% | $4,889-28.1% | $4,126-14.7% |
| Admin fee / account holder | $0 | $10,328-100.0% | $12,841-100.0% | $7,339-100.0% |