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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 | $14,304 | $183,627-92.2% | $155,602-90.8% | $145,978-90.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 13.34% | 61.32%-48.0pp | 64.81%-51.5pp | 550.52%-537.2pp |
| Employer contribution / active EE | $1,772 | $5,316-66.7% | $4,675-62.1% | $4,662-62.0% |
| Participant deferral / active EE | $2,477 | $6,466-61.7% | $5,629-56.0% | $6,690-63.0% |
| Admin fee / account holder | $86 | $19,327-99.6% | $15,923-99.5% | $13,400-99.4% |