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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 | $15,341 | $129,737-88.2% | $119,126-87.1% | $154,746-90.1% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 21.76% | 379.08%-357.3pp | 282.11%-260.3pp | 172.34%-150.6pp |
| Employer contribution / active EE | $2,227 | $4,375-49.1% | $4,034-44.8% | $4,379-49.2% |
| Participant deferral / active EE | $2,643 | $5,842-54.8% | $5,318-50.3% | $6,730-60.7% |
| Admin fee / account holder | $20 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |