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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 | $7,146 | $202,440-96.5% | $169,390-95.8% | $139,466-94.9% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 22.60% | 532.36%-509.8pp | 406.07%-383.5pp | 373.66%-351.1pp |
| Employer contribution / active EE | $1,552 | $4,693-66.9% | $4,013-61.3% | $4,754-67.4% |
| Participant deferral / active EE | $2,362 | $6,940-66.0% | $6,222-62.0% | $6,712-64.8% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |