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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 | $8,113 | $148,623-94.5% | $135,974-94.0% | $139,466-94.2% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 35.36% | 79.30%-43.9pp | 68.30%-32.9pp | 373.66%-338.3pp |
| Employer contribution / active EE | $1,841 | $5,246-64.9% | $4,859-62.1% | $4,754-61.3% |
| Participant deferral / active EE | $3,381 | $8,103-58.3% | $7,760-56.4% | $6,712-49.6% |
| Admin fee / account holder | $40 | $12,406-99.7% | $10,767-99.6% | $11,409-99.7% |