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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 | $15,594 | $159,978-90.3% | $147,041-89.4% | $145,978-89.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.14% | 98.36%-88.2pp | 419.21%-409.1pp | 550.52%-540.4pp |
| Employer contribution / active EE | $2,013 | $5,288-61.9% | $4,935-59.2% | $4,662-56.8% |
| Participant deferral / active EE | $3,597 | $8,429-57.3% | $8,071-55.4% | $6,690-46.2% |
| Admin fee / account holder | $65 | $15,053-99.6% | $13,006-99.5% | $13,400-99.5% |