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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 | $10,575 | $117,846-91.0% | $102,434-89.7% | $145,884-92.8% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 41.26% | 31.90%+9.4pp | 29.46%+11.8pp | 551.85%-510.6pp |
| Employer contribution / active EE | $3,309 | $3,615-8.5% | $3,023+9.5% | $4,662-29.0% |
| Participant deferral / active EE | $4,297 | $5,733-25.1% | $5,055-15.0% | $6,690-35.8% |
| Admin fee / account holder | $159 | $13,356-98.8% | $9,462-98.3% | $13,392-98.8% |