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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 | $20,909 | $81,504-74.3% | $102,437-79.6% | $80,959-74.2% |
| Participation rate | 65.4% | 66.9%-1.5pp | 74.5%-9.1pp | 67.7%-2.3pp |
| Annual return | 24.79% | 25.60%-0.8pp | 24.95%-0.2pp | 35.67%-10.9pp |
| Employer contribution / active EE | $2,465 | $3,104-20.6% | $3,871-36.3% | $2,757-10.6% |
| Participant deferral / active EE | $8,684 | $3,871+124.3% | $5,060+71.6% | $4,300+101.9% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |