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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 | $18,063 | $176,077-89.7% | $159,455-88.7% | $167,518-89.2% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 24.85% | 331.83%-307.0pp | 263.63%-238.8pp | 478.71%-453.9pp |
| Employer contribution / active EE | $2,354 | $5,298-55.6% | $4,830-51.3% | $4,838-51.4% |
| Participant deferral / active EE | $5,417 | $7,751-30.1% | $7,353-26.3% | $6,342-14.6% |
| Admin fee / account holder | $91 | $12,556-99.3% | $10,800-99.2% | $12,312-99.3% |