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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 | $13,583 | $157,296-91.4% | $141,191-90.4% | $152,897-91.1% |
| Participation rate | 69.6% | 84.8%-15.3pp | 82.5%-12.9pp | 82.5%-12.9pp |
| Annual return | 27.24% | 64.34%-37.1pp | 71.41%-44.2pp | 345.43%-318.2pp |
| Employer contribution / active EE | $1,291 | $5,262-75.5% | $4,736-72.7% | $4,764-72.9% |
| Participant deferral / active EE | $3,929 | $7,111-44.7% | $6,710-41.5% | $5,851-32.9% |
| Admin fee / account holder | $119 | $12,125-99.0% | $10,264-98.8% | $11,599-99.0% |