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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 | $160,040-92.4% | $147,096-91.7% | $145,877-91.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.93% | 98.49%-81.6pp | 419.75%-402.8pp | 551.28%-534.4pp |
| Employer contribution / active EE | $2,636 | $5,289-50.2% | $4,936-46.6% | $4,663-43.5% |
| Participant deferral / active EE | $2,788 | $8,429-66.9% | $8,071-65.5% | $6,691-58.3% |
| Admin fee / account holder | $168 | $15,050-98.9% | $13,005-98.7% | $13,402-98.7% |