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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 | $10,868 | $154,365-93.0% | $130,231-91.7% | $139,466-92.2% |
| Participation rate | 66.7% | 79.9%-13.3pp | 76.3%-9.6pp | 80.3%-13.7pp |
| Annual return | 46.18% | 30.53%+15.6pp | 38.86%+7.3pp | 373.66%-327.5pp |
| Employer contribution / active EE | $2,433 | $5,170-52.9% | $4,126-41.0% | $4,754-48.8% |
| Participant deferral / active EE | $2,476 | $8,498-70.9% | $6,799-63.6% | $6,712-63.1% |
| Admin fee / account holder | $177 | $9,214-98.1% | $6,020-97.1% | $11,409-98.4% |