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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 | $17,316 | $175,257-90.1% | $149,717-88.4% | $139,456-87.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 35.30% | 166.70%-131.4pp | 134.41%-99.1pp | 373.45%-338.1pp |
| Employer contribution / active EE | $1,449 | $5,477-73.5% | $4,820-69.9% | $4,753-69.5% |
| Participant deferral / active EE | $3,790 | $6,521-41.9% | $5,682-33.3% | $6,711-43.5% |
| Admin fee / account holder | $47 | $16,156-99.7% | $13,213-99.6% | $11,407-99.6% |