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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 | $7,563 | $183,516-95.9% | $155,534-95.1% | $145,884-94.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.04% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $1,148 | $5,315-78.4% | $4,675-75.5% | $4,662-75.4% |
| Participant deferral / active EE | $2,640 | $6,467-59.2% | $5,630-53.1% | $6,690-60.5% |
| Admin fee / account holder | $90 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |