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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 | $12,307 | $165,361-92.6% | $149,715-91.8% | $158,950-92.3% |
| Participation rate | 23.1% | 84.6%-61.5pp | 82.5%-59.4pp | 82.0%-58.9pp |
| Annual return | 218.73% | 348.24%-129.5pp | 276.66%-57.9pp | 302.91%-84.2pp |
| Employer contribution / active EE | $1,198 | $5,103-76.5% | $4,645-74.2% | $4,762-74.8% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $84 | $10,808-99.2% | $9,310-99.1% | $11,248-99.3% |