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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 | $166,131-93.5% | $164,975-93.4% | $145,877-92.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 9.55% | 100.37%-90.8pp | 70.12%-60.6pp | 551.28%-541.7pp |
| Employer contribution / active EE | $1,336 | $5,276-74.7% | $4,343-69.2% | $4,663-71.4% |
| Participant deferral / active EE | $2,276 | $6,962-67.3% | $6,033-62.3% | $6,691-66.0% |
| Admin fee / account holder | $133 | $16,648-99.2% | $12,688-98.9% | $13,402-99.0% |