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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 | $7,542 | $202,430-96.3% | $169,369-95.5% | $139,427-94.6% |
| Participation rate | 55.6% | 81.1%-25.5pp | 77.2%-21.6pp | 80.3%-24.8pp |
| Annual return | 24.74% | 531.86%-507.1pp | 405.70%-381.0pp | 373.27%-348.5pp |
| Employer contribution / active EE | $0 | $4,690-100.0% | $4,011-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $1,412 | $6,938-79.7% | $6,221-77.3% | $6,711-79.0% |
| Admin fee / account holder | $19 | $10,716-99.8% | $9,009-99.8% | $11,404-99.8% |