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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 | $12,713 | $175,231-92.7% | $149,696-91.5% | $139,466-90.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 36.77% | 166.77%-130.0pp | 134.46%-97.7pp | 373.66%-336.9pp |
| Employer contribution / active EE | $1,770 | $5,478-67.7% | $4,821-63.3% | $4,754-62.8% |
| Participant deferral / active EE | $4,528 | $6,521-30.6% | $5,682-20.3% | $6,712-32.5% |
| Admin fee / account holder | $81 | $16,155-99.5% | $13,212-99.4% | $11,409-99.3% |