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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 | $9,920 | $202,463-95.1% | $169,397-94.1% | $139,487-92.9% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 25.71% | 532.64%-506.9pp | 406.23%-380.5pp | 373.84%-348.1pp |
| Employer contribution / active EE | $2,729 | $4,694-41.9% | $4,013-32.0% | $4,755-42.6% |
| Participant deferral / active EE | $3,516 | $6,941-49.4% | $6,223-43.5% | $6,713-47.6% |
| Admin fee / account holder | $37 | $10,726-99.7% | $9,017-99.6% | $11,407-99.7% |