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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 | $14,044 | $183,516-92.3% | $155,534-91.0% | $145,884-90.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 22.76% | 61.43%-38.7pp | 64.92%-42.2pp | 551.85%-529.1pp |
| Employer contribution / active EE | $4,501 | $5,315-15.3% | $4,675-3.7% | $4,662-3.5% |
| Participant deferral / active EE | $2,666 | $6,467-58.8% | $5,630-52.7% | $6,690-60.1% |
| Admin fee / account holder | $127 | $19,293-99.3% | $15,900-99.2% | $13,392-99.1% |