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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 | $11,556 | $227,597-94.9% | $189,575-93.9% | $167,536-93.1% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.4%-14.2pp | 82.1%-17.8pp |
| Annual return | 30.14% | 78.44%-48.3pp | 64.19%-34.1pp | 478.82%-448.7pp |
| Employer contribution / active EE | $1,819 | $5,316-65.8% | $4,412-58.8% | $4,839-62.4% |
| Participant deferral / active EE | $3,559 | $7,002-49.2% | $6,174-42.3% | $6,342-43.9% |
| Admin fee / account holder | $62 | $11,877-99.5% | $9,806-99.4% | $12,315-99.5% |