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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 | $14,225 | $175,231-91.9% | $149,696-90.5% | $139,466-89.8% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 32.94% | 166.77%-133.8pp | 134.46%-101.5pp | 373.66%-340.7pp |
| Employer contribution / active EE | $1,471 | $5,478-73.1% | $4,821-69.5% | $4,754-69.0% |
| Participant deferral / active EE | $4,118 | $6,521-36.8% | $5,682-27.5% | $6,712-38.6% |
| Admin fee / account holder | $197 | $16,155-98.8% | $13,212-98.5% | $11,409-98.3% |