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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 | $10,110 | $198,457-94.9% | $170,435-94.1% | $147,586-93.1% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 32.93% | 257.30%-224.4pp | 205.94%-173.0pp | 578.59%-545.7pp |
| Employer contribution / active EE | $1,474 | $6,183-76.2% | $5,432-72.9% | $4,876-69.8% |
| Participant deferral / active EE | $3,842 | $5,629-31.8% | $4,939-22.2% | $5,439-29.4% |
| Admin fee / account holder | $54 | $16,852-99.7% | $13,881-99.6% | $10,886-99.5% |