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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 | $15,272 | $183,516-91.7% | $155,534-90.2% | $145,884-89.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.79% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $4,116 | $5,315-22.6% | $4,675-12.0% | $4,662-11.7% |
| Participant deferral / active EE | $2,533 | $6,467-60.8% | $5,630-55.0% | $6,690-62.1% |
| Admin fee / account holder | $20 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |