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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 | $27,121 | $180,459-85.0% | $154,108-82.4% | $135,380-80.0% |
| Participation rate | 9.1% | 87.4%-78.3pp | 83.0%-73.9pp | 82.6%-73.6pp |
| Annual return | 2.04% | 888.21%-886.2pp | 735.21%-733.2pp | 519.81%-517.8pp |
| Employer contribution / active EE | $2,120 | $6,035-64.9% | $5,298-60.0% | $4,779-55.6% |
| Participant deferral / active EE | $3,109 | $5,806-46.5% | $5,081-38.8% | $5,609-44.6% |
| Admin fee / account holder | $151 | $16,145-99.1% | $13,411-98.9% | $10,828-98.6% |