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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 | $183,516-95.5% | $155,534-94.7% | $145,884-94.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.01% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,317 | $6,467-64.2% | $5,630-58.8% | $6,690-65.4% |
| Admin fee / account holder | $241 | $19,293-98.8% | $15,900-98.5% | $13,392-98.2% |