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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 | $18,679 | $176,077-89.4% | $159,455-88.3% | $167,518-88.8% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 27.81% | 331.83%-304.0pp | 263.63%-235.8pp | 478.71%-450.9pp |
| Employer contribution / active EE | $1,287 | $5,298-75.7% | $4,830-73.4% | $4,838-73.4% |
| Participant deferral / active EE | $7,125 | $7,751-8.1% | $7,353-3.1% | $6,342+12.3% |
| Admin fee / account holder | $101 | $12,556-99.2% | $10,800-99.1% | $12,312-99.2% |