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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 | $18,009 | $176,105-89.8% | $159,474-88.7% | $167,536-89.3% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 15.00% | 331.91%-316.9pp | 263.68%-248.7pp | 478.82%-463.8pp |
| Employer contribution / active EE | $2,742 | $5,299-48.2% | $4,831-43.2% | $4,839-43.3% |
| Participant deferral / active EE | $3,671 | $7,751-52.6% | $7,353-50.1% | $6,342-42.1% |
| Admin fee / account holder | $118 | $12,559-99.1% | $10,802-98.9% | $12,315-99.0% |