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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 | $125,237-90.7% | $105,608-88.9% | $145,877-92.0% |
| Participation rate | 42.1% | 77.7%-35.5pp | 75.3%-33.2pp | 80.3%-38.2pp |
| Annual return | 32.00% | 225.76%-193.8pp | 116.50%-84.5pp | 551.28%-519.3pp |
| Employer contribution / active EE | $758 | $3,720-79.6% | $3,167-76.1% | $4,663-83.7% |
| Participant deferral / active EE | $1,925 | $5,711-66.3% | $5,010-61.6% | $6,691-71.2% |
| Admin fee / account holder | $254 | $17,287-98.5% | $11,028-97.7% | $13,402-98.1% |