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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 | $20,559 | $157,304-86.9% | $141,197-85.4% | $152,909-86.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 180.42% | 64.34%+116.1pp | 71.41%+109.0pp | 345.46%-165.0pp |
| Employer contribution / active EE | $2,347 | $5,263-55.4% | $4,736-50.4% | $4,764-50.7% |
| Participant deferral / active EE | $6,748 | $7,111-5.1% | $6,710+0.6% | $5,851+15.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |