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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 | $20,435 | $157,296-87.0% | $141,191-85.5% | $152,897-86.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 56.95% | 64.34%-7.4pp | 71.41%-14.5pp | 345.43%-288.5pp |
| Employer contribution / active EE | $2,370 | $5,262-55.0% | $4,736-50.0% | $4,764-50.2% |
| Participant deferral / active EE | $9,833 | $7,111+38.3% | $6,710+46.5% | $5,851+68.1% |
| Admin fee / account holder | $71 | $12,125-99.4% | $10,264-99.3% | $11,599-99.4% |