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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 | $5,745 | $160,028-96.4% | $147,080-96.1% | $145,884-96.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 24.81% | 98.60%-73.8pp | 420.17%-395.4pp | 551.85%-527.0pp |
| Employer contribution / active EE | $1,467 | $5,286-72.3% | $4,933-70.3% | $4,662-68.5% |
| Participant deferral / active EE | $2,603 | $8,422-69.1% | $8,066-67.7% | $6,690-61.1% |
| Admin fee / account holder | $5 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |