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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 | $10,828 | $166,242-93.5% | $165,071-93.4% | $145,884-92.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 9.55% | 100.44%-90.9pp | 70.17%-60.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,336 | $5,283-74.7% | $4,347-69.3% | $4,662-71.4% |
| Participant deferral / active EE | $2,276 | $6,964-67.3% | $6,035-62.3% | $6,690-66.0% |
| Admin fee / account holder | $133 | $16,658-99.2% | $12,695-98.9% | $13,392-99.0% |