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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 | $10,580 | $104,937-89.9% | $84,628-87.5% | $152,897-93.1% |
| Participation rate | 65.2% | 74.8%-9.6pp | 68.2%-3.0pp | 82.5%-17.2pp |
| Annual return | 31.36% | 373.88%-342.5pp | 258.80%-227.4pp | 345.43%-314.1pp |
| Employer contribution / active EE | $968 | $3,303-70.7% | $2,653-63.5% | $4,764-79.7% |
| Participant deferral / active EE | $1,702 | $4,690-63.7% | $3,900-56.4% | $5,851-70.9% |
| Admin fee / account holder | $17 | $6,243-99.7% | $4,914-99.7% | $11,599-99.9% |