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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 | $10,195 | $160,028-93.6% | $147,080-93.1% | $145,884-93.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 25.37% | 98.60%-73.2pp | 420.17%-394.8pp | 551.85%-526.5pp |
| Employer contribution / active EE | $1,051 | $5,286-80.1% | $4,933-78.7% | $4,662-77.5% |
| Participant deferral / active EE | $2,624 | $8,422-68.8% | $8,066-67.5% | $6,690-60.8% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |