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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 | $23,059 | $227,399-89.9% | $189,758-87.8% | $198,609-88.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 79.8%-39.8pp | 82.4%-42.4pp |
| Annual return | 34.16% | 61.03%-26.9pp | 52.62%-18.5pp | 202.70%-168.5pp |
| Employer contribution / active EE | $2,553 | $5,526-53.8% | $4,767-46.4% | $5,055-49.5% |
| Participant deferral / active EE | $4,990 | $6,837-27.0% | $5,856-14.8% | $6,977-28.5% |
| Admin fee / account holder | $36 | $25,162-99.9% | $20,388-99.8% | $19,030-99.8% |