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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 | $17,198 | $135,956-87.4% | $123,894-86.1% | $273,972-93.7% |
| Participation rate | 68.8% | 84.1%-15.3pp | 81.4%-12.7pp | 83.0%-14.3pp |
| Annual return | 8.62% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $938 | $5,170-81.9% | $4,617-79.7% | $4,869-80.7% |
| Participant deferral / active EE | $2,170 | $6,343-65.8% | $5,984-63.7% | $5,287-59.0% |
| Admin fee / account holder | $12 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |