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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 | $11,630 | $148,629-92.2% | $135,982-91.4% | $139,487-91.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 37.98% | 79.33%-41.4pp | 68.32%-30.3pp | 373.84%-335.9pp |
| Employer contribution / active EE | $1,015 | $5,247-80.7% | $4,859-79.1% | $4,755-78.6% |
| Participant deferral / active EE | $3,871 | $8,102-52.2% | $7,760-50.1% | $6,713-42.3% |
| Admin fee / account holder | $31 | $12,406-99.8% | $10,767-99.7% | $11,407-99.7% |