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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 | $8,597 | $150,412-94.3% | $120,574-92.9% | $145,884-94.1% |
| Participation rate | 35.7% | 78.8%-43.1pp | 71.9%-36.2pp | 80.3%-44.6pp |
| Annual return | 23.17% | 154.50%-131.3pp | 107.42%-84.3pp | 551.85%-528.7pp |
| Employer contribution / active EE | $1,381 | $4,355-68.3% | $3,471-60.2% | $4,662-70.4% |
| Participant deferral / active EE | $1,449 | $6,175-76.5% | $4,996-71.0% | $6,690-78.3% |
| Admin fee / account holder | $129 | $12,224-98.9% | $9,445-98.6% | $13,392-99.0% |