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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 | $10,478 | $157,296-93.3% | $141,191-92.6% | $152,897-93.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 58.60% | 64.34%-5.7pp | 71.41%-12.8pp | 345.43%-286.8pp |
| Employer contribution / active EE | $1,735 | $5,262-67.0% | $4,736-63.4% | $4,764-63.6% |
| Participant deferral / active EE | $3,470 | $7,111-51.2% | $6,710-48.3% | $5,851-40.7% |
| Admin fee / account holder | $99 | $12,125-99.2% | $10,264-99.0% | $11,599-99.1% |