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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 | $3,800 | $148,623-97.4% | $135,974-97.2% | $139,466-97.3% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 73.63% | 79.30%-5.7pp | 68.30%+5.3pp | 373.66%-300.0pp |
| Employer contribution / active EE | $1,144 | $5,246-78.2% | $4,859-76.4% | $4,754-75.9% |
| Participant deferral / active EE | $2,754 | $8,103-66.0% | $7,760-64.5% | $6,712-59.0% |
| Admin fee / account holder | $156 | $12,406-98.7% | $10,767-98.5% | $11,409-98.6% |