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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 | $14,557 | $107,353-86.4% | $92,903-84.3% | $152,885-90.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 28.29% | 145.62%-117.3pp | 109.43%-81.1pp | 345.39%-317.1pp |
| Employer contribution / active EE | $3,767 | $4,222-10.8% | $3,653+3.1% | $4,763-20.9% |
| Participant deferral / active EE | $3,546 | $4,848-26.8% | $4,238-16.3% | $5,851-39.4% |
| Admin fee / account holder | $222 | $7,081-96.9% | $5,795-96.2% | $11,598-98.1% |