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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 | $16,647 | $197,603-91.6% | $177,827-90.6% | $158,950-89.5% |
| Participation rate | 45.5% | 88.5%-43.1pp | 87.7%-42.3pp | 82.0%-36.5pp |
| Annual return | 13.71% | 58.76%-45.0pp | 48.32%-34.6pp | 302.91%-289.2pp |
| Employer contribution / active EE | $1,663 | $6,698-75.2% | $5,918-71.9% | $4,762-65.1% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $186 | $15,402-98.8% | $12,429-98.5% | $11,248-98.3% |