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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 | $11,503 | $232,540-95.1% | $185,117-93.8% | $147,586-92.2% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 18.74% | 43.03%-24.3pp | 40.50%-21.8pp | 578.59%-559.9pp |
| Employer contribution / active EE | $1,322 | $5,195-74.6% | $4,182-68.4% | $4,876-72.9% |
| Participant deferral / active EE | $1,393 | $5,834-76.1% | $5,045-72.4% | $5,439-74.4% |
| Admin fee / account holder | $206 | $10,275-98.0% | $8,159-97.5% | $10,886-98.1% |