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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 | $23,929 | $176,794-86.5% | $146,647-83.7% | $167,553-85.7% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 14.60% | 24.04%-9.4pp | 22.75%-8.2pp | 478.89%-464.3pp |
| Employer contribution / active EE | $1,434 | $5,161-72.2% | $4,137-65.3% | $4,840-70.4% |
| Participant deferral / active EE | $3,837 | $6,440-40.4% | $5,506-30.3% | $6,343-39.5% |
| Admin fee / account holder | $274 | $13,262-97.9% | $10,281-97.3% | $12,316-97.8% |