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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 | $14,989 | $162,136-90.8% | $152,301-90.2% | $154,746-90.3% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 24.81% | 91.02%-66.2pp | 80.50%-55.7pp | 172.34%-147.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,023 | $8,341-51.8% | $8,004-49.7% | $6,730-40.2% |
| Admin fee / account holder | $99 | $15,759-99.4% | $14,398-99.3% | $14,365-99.3% |