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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 | $11,682 | $126,519-90.8% | $106,201-89.0% | $145,959-92.0% |
| Participation rate | 42.1% | 77.7%-35.5pp | 75.3%-33.2pp | 80.3%-38.2pp |
| Annual return | 32.00% | 225.10%-193.1pp | 116.26%-84.3pp | 561.95%-530.0pp |
| Employer contribution / active EE | $758 | $3,726-79.7% | $3,170-76.1% | $4,661-83.7% |
| Participant deferral / active EE | $1,925 | $5,716-66.3% | $5,012-61.6% | $6,689-71.2% |
| Admin fee / account holder | $254 | $17,312-98.5% | $11,039-97.7% | $13,398-98.1% |