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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 | $15,451 | $228,317-93.2% | $185,808-91.7% | $158,931-90.3% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 16.23% | 40.81%-24.6pp | 35.95%-19.7pp | 302.86%-286.6pp |
| Employer contribution / active EE | $1,323 | $4,964-73.3% | $4,086-67.6% | $4,761-72.2% |
| Participant deferral / active EE | $1,280 | $6,415-80.1% | $5,632-77.3% | $5,982-78.6% |
| Admin fee / account holder | $20 | $11,865-99.8% | $9,501-99.8% | $11,247-99.8% |