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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 | $22,522 | $201,370-88.8% | $184,256-87.8% | $145,897-84.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 10.84% | 29.05%-18.2pp | 28.85%-18.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $2,127 | $7,024-69.7% | $6,427-66.9% | $4,663-54.4% |
| Participant deferral / active EE | $3,150 | $9,808-67.9% | $9,133-65.5% | $6,689-52.9% |
| Admin fee / account holder | $18 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |