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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 | $28,207 | $162,781-82.7% | $133,956-78.9% | $158,931-82.3% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 21.77% | 41.94%-20.2pp | 45.09%-23.3pp | 302.86%-281.1pp |
| Employer contribution / active EE | $3,524 | $4,975-29.2% | $3,919-10.1% | $4,761-26.0% |
| Participant deferral / active EE | $5,028 | $5,911-14.9% | $5,048-0.4% | $5,982-16.0% |
| Admin fee / account holder | $24 | $11,736-99.8% | $8,927-99.7% | $11,247-99.8% |