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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 | $8,083 | $198,457-95.9% | $170,435-95.3% | $147,586-94.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 18.98% | 257.30%-238.3pp | 205.94%-187.0pp | 578.59%-559.6pp |
| Employer contribution / active EE | $1,368 | $6,183-77.9% | $5,432-74.8% | $4,876-72.0% |
| Participant deferral / active EE | $2,029 | $5,629-64.0% | $4,939-58.9% | $5,439-62.7% |
| Admin fee / account holder | $61 | $16,852-99.6% | $13,881-99.6% | $10,886-99.4% |