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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 | $14,461 | $211,946-93.2% | $169,452-91.5% | $135,379-89.3% |
| Participation rate | 63.2% | 82.6%-19.5pp | 77.8%-14.6pp | 82.6%-19.5pp |
| Annual return | 17.46% | 3.26%+14.2pp | 1.83%+15.6pp | 519.79%-502.3pp |
| Employer contribution / active EE | $1,262 | $5,117-75.3% | $4,157-69.6% | $4,779-73.6% |
| Participant deferral / active EE | $1,696 | $6,075-72.1% | $5,277-67.9% | $5,609-69.8% |
| Admin fee / account holder | $15 | $11,472-99.9% | $9,110-99.8% | $10,828-99.9% |