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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 | $7,884 | $104,937-92.5% | $84,628-90.7% | $152,897-94.8% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 26.32% | 373.88%-347.6pp | 258.80%-232.5pp | 345.43%-319.1pp |
| Employer contribution / active EE | $1,352 | $3,303-59.1% | $2,653-49.0% | $4,764-71.6% |
| Participant deferral / active EE | $1,690 | $4,690-64.0% | $3,900-56.7% | $5,851-71.1% |
| Admin fee / account holder | $86 | $6,243-98.6% | $4,914-98.3% | $11,599-99.3% |