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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 | $7,538 | $175,259-95.7% | $149,723-95.0% | $139,487-94.6% |
| Participation rate | 45.5% | 83.4%-37.9pp | 78.8%-33.3pp | 80.3%-34.9pp |
| Annual return | 31.75% | 166.82%-135.1pp | 134.50%-102.7pp | 373.84%-342.1pp |
| Employer contribution / active EE | $1,238 | $5,478-77.4% | $4,821-74.3% | $4,755-74.0% |
| Participant deferral / active EE | $1,977 | $6,522-69.7% | $5,682-65.2% | $6,713-70.5% |
| Admin fee / account holder | $201 | $16,158-98.8% | $13,215-98.5% | $11,407-98.2% |