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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 | $13,307 | $156,616-91.5% | $133,346-90.0% | $198,609-93.3% |
| Participation rate | 66.7% | 77.7%-11.1pp | 72.8%-6.2pp | 82.4%-15.7pp |
| Annual return | 23.69% | 44.25%-20.6pp | 36.85%-13.2pp | 202.70%-179.0pp |
| Employer contribution / active EE | $1,001 | $3,368-70.3% | $2,853-64.9% | $5,055-80.2% |
| Participant deferral / active EE | $3,637 | $4,920-26.1% | $4,332-16.1% | $6,977-47.9% |
| Admin fee / account holder | $128 | $17,468-99.3% | $14,264-99.1% | $19,030-99.3% |