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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 | $9,009 | $183,539-95.1% | $155,556-94.2% | $145,897-93.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 15.75% | 61.31%-45.6pp | 64.84%-49.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,700 | $5,315-68.0% | $4,675-63.6% | $4,663-63.5% |
| Participant deferral / active EE | $2,068 | $6,467-68.0% | $5,631-63.3% | $6,689-69.1% |
| Admin fee / account holder | $286 | $19,275-98.5% | $15,885-98.2% | $13,390-97.9% |