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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 | $154,228-95.3% | $145,433-95.0% | $137,256-94.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 36.98% | 74.59%-37.6pp | 66.58%-29.6pp | 220.34%-183.4pp |
| Employer contribution / active EE | $1,805 | $4,804-62.4% | $4,554-60.4% | $4,156-56.6% |
| Participant deferral / active EE | $3,823 | $8,216-53.5% | $7,897-51.6% | $6,407-40.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |