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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 | $9,590 | $160,040-94.0% | $147,096-93.5% | $145,877-93.4% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 21.23% | 98.49%-77.3pp | 419.75%-398.5pp | 551.28%-530.1pp |
| Employer contribution / active EE | $2,046 | $5,289-61.3% | $4,936-58.5% | $4,663-56.1% |
| Participant deferral / active EE | $2,680 | $8,429-68.2% | $8,071-66.8% | $6,691-59.9% |
| Admin fee / account holder | $49 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |