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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 | $19,086 | $154,193-87.6% | $130,045-85.3% | $139,466-86.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 30.02% | 32.51%-2.5pp | -137.30%+167.3pp | 373.66%-343.6pp |
| Employer contribution / active EE | $1,358 | $5,292-74.3% | $4,321-68.6% | $4,754-71.4% |
| Participant deferral / active EE | $3,790 | $6,709-43.5% | $5,820-34.9% | $6,712-43.5% |
| Admin fee / account holder | $105 | $13,989-99.3% | $10,600-99.0% | $11,409-99.1% |