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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 | $175,257-92.7% | $149,717-91.5% | $139,456-90.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 36.77% | 166.70%-129.9pp | 134.41%-97.6pp | 373.45%-336.7pp |
| Employer contribution / active EE | $1,770 | $5,477-67.7% | $4,820-63.3% | $4,753-62.8% |
| Participant deferral / active EE | $4,528 | $6,521-30.6% | $5,682-20.3% | $6,711-32.5% |
| Admin fee / account holder | $81 | $16,156-99.5% | $13,213-99.4% | $11,407-99.3% |