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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 | $13,588 | $175,231-92.2% | $149,696-90.9% | $139,466-90.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 28.34% | 166.77%-138.4pp | 134.46%-106.1pp | 373.66%-345.3pp |
| Employer contribution / active EE | $1,830 | $5,478-66.6% | $4,821-62.0% | $4,754-61.5% |
| Participant deferral / active EE | $2,030 | $6,521-68.9% | $5,682-64.3% | $6,712-69.8% |
| Admin fee / account holder | $17 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |