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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 | $7,219 | $162,136-95.5% | $152,301-95.3% | $154,746-95.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 36.98% | 91.02%-54.0pp | 80.50%-43.5pp | 172.34%-135.4pp |
| Employer contribution / active EE | $1,805 | $4,890-63.1% | $4,624-61.0% | $4,379-58.8% |
| Participant deferral / active EE | $3,823 | $8,341-54.2% | $8,004-52.2% | $6,730-43.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |