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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 | $11,001 | $129,737-91.5% | $119,126-90.8% | $154,746-92.9% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 17.69% | 379.08%-361.4pp | 282.11%-264.4pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,871 | $4,375-57.2% | $4,034-53.6% | $4,379-57.3% |
| Participant deferral / active EE | $1,871 | $5,842-68.0% | $5,318-64.8% | $6,730-72.2% |
| Admin fee / account holder | $277 | $11,961-97.7% | $10,693-97.4% | $14,365-98.1% |