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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 | $8,193 | $183,592-95.5% | $155,567-94.7% | $145,959-94.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.01% | 61.24%-48.2pp | 64.74%-51.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,317 | $6,464-64.2% | $5,628-58.8% | $6,689-65.4% |
| Admin fee / account holder | $241 | $19,318-98.8% | $15,916-98.5% | $13,398-98.2% |