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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 | $8,456 | $183,516-95.4% | $155,534-94.6% | $145,884-94.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 27.18% | 61.43%-34.2pp | 64.92%-37.7pp | 551.85%-524.7pp |
| Employer contribution / active EE | $2,167 | $5,315-59.2% | $4,675-53.7% | $4,662-53.5% |
| Participant deferral / active EE | $3,708 | $6,467-42.7% | $5,630-34.1% | $6,690-44.6% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |