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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 | $28,480 | $138,393-79.4% | $184,256-84.5% | $80,959-64.8% |
| Participation rate | 66.3% | 83.9%-17.6pp | 86.8%-20.5pp | 67.7%-1.3pp |
| Annual return | 47.96% | 20.01%+27.9pp | 28.85%+19.1pp | 35.67%+12.3pp |
| Employer contribution / active EE | $2,410 | $4,847-50.3% | $6,427-62.5% | $2,757-12.6% |
| Participant deferral / active EE | $4,664 | $7,076-34.1% | $9,133-48.9% | $4,300+8.5% |
| Admin fee / account holder | $110 | $10,489-99.0% | $13,899-99.2% | $6,925-98.4% |