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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 | $18,540 | $93,589-80.2% | $135,942-86.4% | $75,181-75.3% |
| Participation rate | 62.2% | 75.2%-13.0pp | 81.9%-19.8pp | 67.2%-5.0pp |
| Annual return | 21.58% | 30.90%-9.3pp | 68.28%-46.7pp | 160.69%-139.1pp |
| Employer contribution / active EE | $2,247 | $3,537-36.5% | $4,858-53.7% | $2,671-15.9% |
| Participant deferral / active EE | $3,640 | $6,405-43.2% | $7,759-53.1% | $4,126-11.8% |
| Admin fee / account holder | $19 | $6,977-99.7% | $10,764-99.8% | $5,650-99.7% |