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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 | $18,487 | $228,395-91.9% | $185,861-90.1% | $158,982-88.4% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 9.24% | 40.82%-31.6pp | 35.96%-26.7pp | 302.99%-293.8pp |
| Employer contribution / active EE | $2,821 | $4,968-43.2% | $4,088-31.0% | $4,763-40.8% |
| Participant deferral / active EE | $6,667 | $6,417+3.9% | $5,634+18.3% | $5,983+11.4% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |