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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 | $13,947 | $121,701-88.5% | $104,639-86.7% | $158,982-91.2% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 24.76% | 465.72%-441.0pp | 340.67%-315.9pp | 302.99%-278.2pp |
| Employer contribution / active EE | $746 | $3,165-76.4% | $2,682-72.2% | $4,763-84.3% |
| Participant deferral / active EE | $2,408 | $4,176-42.3% | $3,738-35.6% | $5,983-59.8% |
| Admin fee / account holder | $174 | $7,778-97.8% | $6,465-97.3% | $11,252-98.5% |