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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 | $10,633 | $129,737-91.8% | $119,126-91.1% | $154,746-93.1% |
| Participation rate | 58.3% | 78.9%-20.5pp | 75.8%-17.4pp | 80.7%-22.4pp |
| Annual return | 23.90% | 379.08%-355.2pp | 282.11%-258.2pp | 172.34%-148.4pp |
| Employer contribution / active EE | $1,462 | $4,375-66.6% | $4,034-63.8% | $4,379-66.6% |
| Participant deferral / active EE | $2,716 | $5,842-53.5% | $5,318-48.9% | $6,730-59.6% |
| Admin fee / account holder | $246 | $11,961-97.9% | $10,693-97.7% | $14,365-98.3% |