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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 | $10,509 | $141,004-92.5% | $112,273-90.6% | $139,466-92.5% |
| Participation rate | 68.4% | 79.2%-10.8pp | 72.4%-4.0pp | 80.3%-11.9pp |
| Annual return | 22.42% | 32.75%-10.3pp | 30.23%-7.8pp | 373.66%-351.2pp |
| Employer contribution / active EE | $1,771 | $4,285-58.7% | $3,431-48.4% | $4,754-62.8% |
| Participant deferral / active EE | $1,771 | $5,878-69.9% | $4,800-63.1% | $6,712-73.6% |
| Admin fee / account holder | $21 | $9,959-99.8% | $7,752-99.7% | $11,409-99.8% |