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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 | $4,211 | $185,312-97.7% | $161,489-97.4% | $154,746-97.3% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 33.39% | 103.84%-70.5pp | 89.72%-56.3pp | 172.34%-138.9pp |
| Employer contribution / active EE | $1,783 | $4,769-62.6% | $4,268-58.2% | $4,379-59.3% |
| Participant deferral / active EE | $2,101 | $6,350-66.9% | $5,630-62.7% | $6,730-68.8% |
| Admin fee / account holder | $27 | $18,654-99.9% | $16,006-99.8% | $14,365-99.8% |