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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 | $9,670 | $176,105-94.5% | $159,474-93.9% | $167,536-94.2% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 19.29% | 331.91%-312.6pp | 263.68%-244.4pp | 478.82%-459.5pp |
| Employer contribution / active EE | $1,529 | $5,299-71.2% | $4,831-68.4% | $4,839-68.4% |
| Participant deferral / active EE | $2,841 | $7,751-63.4% | $7,353-61.4% | $6,342-55.2% |
| Admin fee / account holder | $13 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |