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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 | $36,716 | $227,399-83.9% | $189,758-80.7% | $198,609-81.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 187.29% | 61.03%+126.3pp | 52.62%+134.7pp | 202.70%-15.4pp |
| Employer contribution / active EE | $1,899 | $5,526-65.6% | $4,767-60.2% | $5,055-62.4% |
| Participant deferral / active EE | $8,137 | $6,837+19.0% | $5,856+38.9% | $6,977+16.6% |
| Admin fee / account holder | $122 | $25,162-99.5% | $20,388-99.4% | $19,030-99.4% |