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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 | $7,600 | $175,257-95.7% | $149,717-94.9% | $139,456-94.6% |
| Participation rate | 41.2% | 83.4%-42.2pp | 78.8%-37.6pp | 80.3%-39.2pp |
| Annual return | 16.38% | 166.70%-150.3pp | 134.41%-118.0pp | 373.45%-357.1pp |
| Employer contribution / active EE | $1,127 | $5,477-79.4% | $4,820-76.6% | $4,753-76.3% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $119 | $16,156-99.3% | $13,213-99.1% | $11,407-99.0% |