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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 | $12,719 | $227,566-94.4% | $189,558-93.3% | $167,518-92.4% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.5%-18.5pp | 82.1%-22.1pp |
| Annual return | 32.57% | 78.43%-45.9pp | 64.19%-31.6pp | 478.71%-446.1pp |
| Employer contribution / active EE | $1,742 | $5,316-67.2% | $4,412-60.5% | $4,838-64.0% |
| Participant deferral / active EE | $2,395 | $7,002-65.8% | $6,174-61.2% | $6,342-62.2% |
| Admin fee / account holder | $0 | $11,881-100.0% | $9,809-100.0% | $12,312-100.0% |