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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 | $12,360 | $165,381-92.5% | $149,730-91.7% | $158,966-92.2% |
| Participation rate | 65.0% | 84.6%-19.6pp | 82.5%-17.5pp | 82.0%-17.0pp |
| Annual return | 40.23% | 348.29%-308.1pp | 276.70%-236.5pp | 302.95%-262.7pp |
| Employer contribution / active EE | $2,143 | $5,104-58.0% | $4,645-53.9% | $4,762-55.0% |
| Participant deferral / active EE | $3,273 | $7,182-54.4% | $6,843-52.2% | $5,983-45.3% |
| Admin fee / account holder | $279 | $10,809-97.4% | $9,310-97.0% | $11,250-97.5% |