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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 | $12,211 | $160,070-92.4% | $147,117-91.7% | $145,897-91.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.93% | 98.69%-81.8pp | 420.54%-403.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $2,636 | $5,285-50.1% | $4,932-46.6% | $4,663-43.5% |
| Participant deferral / active EE | $2,788 | $8,419-66.9% | $8,065-65.4% | $6,689-58.3% |
| Admin fee / account holder | $168 | $15,035-98.9% | $12,993-98.7% | $13,390-98.7% |