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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 | $159,978-93.6% | $147,041-93.1% | $145,978-93.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 25.37% | 98.36%-73.0pp | 419.21%-393.8pp | 550.52%-525.1pp |
| Employer contribution / active EE | $1,051 | $5,288-80.1% | $4,935-78.7% | $4,662-77.5% |
| Participant deferral / active EE | $2,624 | $8,429-68.9% | $8,071-67.5% | $6,690-60.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |