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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 | $11,922 | $228,395-94.8% | $185,861-93.6% | $158,982-92.5% |
| Participation rate | 63.6% | 82.3%-18.7pp | 78.0%-14.4pp | 82.0%-18.3pp |
| Annual return | 0.00% | 40.82%-40.8pp | 35.96%-36.0pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,948 | $4,968-40.7% | $4,088-27.9% | $4,763-38.1% |
| Participant deferral / active EE | $4,037 | $6,417-37.1% | $5,634-28.3% | $5,983-32.5% |
| Admin fee / account holder | $77 | $11,869-99.3% | $9,503-99.2% | $11,252-99.3% |