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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 | $8,982 | $175,259-94.9% | $149,723-94.0% | $139,487-93.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 29.59% | 166.82%-137.2pp | 134.50%-104.9pp | 373.84%-344.3pp |
| Employer contribution / active EE | $1,142 | $5,478-79.1% | $4,821-76.3% | $4,755-76.0% |
| Participant deferral / active EE | $2,019 | $6,522-69.0% | $5,682-64.5% | $6,713-69.9% |
| Admin fee / account holder | $95 | $16,158-99.4% | $13,215-99.3% | $11,407-99.2% |