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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 | $13,812 | $126,661-89.1% | $113,397-87.8% | $138,895-90.1% |
| Participation rate | 58.3% | 79.4%-21.1pp | 76.5%-18.2pp | 79.9%-21.6pp |
| Annual return | 24.27% | 25.05%-0.8pp | 23.20%+1.1pp | 145.39%-121.1pp |
| Employer contribution / active EE | $1,187 | $3,456-65.7% | $2,977-60.1% | $4,194-71.7% |
| Participant deferral / active EE | $2,050 | $5,693-64.0% | $5,076-59.6% | $6,396-67.9% |
| Admin fee / account holder | $21 | $14,549-99.9% | $11,957-99.8% | $12,562-99.8% |