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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 | $8,746 | $183,627-95.2% | $155,602-94.4% | $145,978-94.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.10% | 61.32%-44.2pp | 64.81%-47.7pp | 550.52%-533.4pp |
| Employer contribution / active EE | $2,153 | $5,316-59.5% | $4,675-54.0% | $4,662-53.8% |
| Participant deferral / active EE | $2,813 | $6,466-56.5% | $5,629-50.0% | $6,690-58.0% |
| Admin fee / account holder | $49 | $19,327-99.7% | $15,923-99.7% | $13,400-99.6% |