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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 | $8,691 | $148,582-94.2% | $135,942-93.6% | $139,456-93.8% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 28.75% | 79.26%-50.5pp | 68.28%-39.5pp | 373.45%-344.7pp |
| Employer contribution / active EE | $2,364 | $5,245-54.9% | $4,858-51.3% | $4,753-50.3% |
| Participant deferral / active EE | $2,524 | $8,101-68.8% | $7,759-67.5% | $6,711-62.4% |
| Admin fee / account holder | $33 | $12,402-99.7% | $10,764-99.7% | $11,407-99.7% |