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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 | $10,448 | $209,425-95.0% | $178,499-94.1% | $158,966-93.4% |
| Participation rate | 46.2% | 86.4%-40.2pp | 81.9%-35.8pp | 82.0%-35.8pp |
| Annual return | 28.33% | 188.80%-160.5pp | 151.10%-122.8pp | 302.95%-274.6pp |
| Employer contribution / active EE | $1,231 | $5,707-78.4% | $5,011-75.4% | $4,762-74.1% |
| Participant deferral / active EE | $2,048 | $5,955-65.6% | $5,202-60.6% | $5,983-65.8% |
| Admin fee / account holder | $170 | $17,078-99.0% | $13,986-98.8% | $11,250-98.5% |