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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 | $8,465 | $160,040-94.7% | $147,096-94.2% | $145,877-94.2% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 31.23% | 98.49%-67.3pp | 419.75%-388.5pp | 551.28%-520.1pp |
| Employer contribution / active EE | $1,770 | $5,289-66.5% | $4,936-64.1% | $4,663-62.0% |
| Participant deferral / active EE | $2,684 | $8,429-68.2% | $8,071-66.7% | $6,691-59.9% |
| Admin fee / account holder | $7 | $15,050-100.0% | $13,005-99.9% | $13,402-99.9% |