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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 | $15,438 | $157,296-90.2% | $141,191-89.1% | $152,897-89.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 35.28% | 64.34%-29.1pp | 71.41%-36.1pp | 345.43%-310.2pp |
| Employer contribution / active EE | $1,674 | $5,262-68.2% | $4,736-64.7% | $4,764-64.9% |
| Participant deferral / active EE | $2,340 | $7,111-67.1% | $6,710-65.1% | $5,851-60.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |