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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 | $10,387 | $157,304-93.4% | $141,197-92.6% | $152,909-93.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 30.12% | 64.34%-34.2pp | 71.41%-41.3pp | 345.46%-315.3pp |
| Employer contribution / active EE | $1,487 | $5,263-71.7% | $4,736-68.6% | $4,764-68.8% |
| Participant deferral / active EE | $5,364 | $7,111-24.6% | $6,710-20.1% | $5,851-8.3% |
| Admin fee / account holder | $247 | $12,126-98.0% | $10,265-97.6% | $11,601-97.9% |