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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 | $8,338 | $161,352-94.8% | $134,172-93.8% | $137,256-93.9% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 19.78% | 28.72%-8.9pp | 25.30%-5.5pp | 220.34%-200.6pp |
| Employer contribution / active EE | $880 | $4,099-78.5% | $3,420-74.3% | $4,156-78.8% |
| Participant deferral / active EE | $1,384 | $5,552-75.1% | $4,690-70.5% | $6,407-78.4% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,016-99.8% | $12,270-99.8% |