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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 | $9,027 | $211,239-95.7% | $178,528-94.9% | $145,877-93.8% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 35.84% | 30.22%+5.6pp | 27.11%+8.7pp | 551.28%-515.4pp |
| Employer contribution / active EE | $1,362 | $4,570-70.2% | $3,950-65.5% | $4,663-70.8% |
| Participant deferral / active EE | $1,687 | $6,963-75.8% | $6,278-73.1% | $6,691-74.8% |
| Admin fee / account holder | $18 | $12,095-99.9% | $10,419-99.8% | $13,402-99.9% |