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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 | $8,086 | $142,430-94.3% | $115,170-93.0% | $152,885-94.7% |
| Participation rate | 68.8% | 82.4%-13.6pp | 75.9%-7.2pp | 82.5%-13.7pp |
| Annual return | 24.62% | 41.48%-16.9pp | 35.60%-11.0pp | 345.39%-320.8pp |
| Employer contribution / active EE | $1,492 | $4,011-62.8% | $3,179-53.1% | $4,763-68.7% |
| Participant deferral / active EE | $1,844 | $5,165-64.3% | $4,169-55.8% | $5,851-68.5% |
| Admin fee / account holder | $216 | $8,464-97.4% | $7,089-97.0% | $11,598-98.1% |