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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 | $171,492-91.1% | $150,734-89.8% | $198,609-92.3% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 21.76% | 804.70%-782.9pp | 600.81%-579.0pp | 202.70%-180.9pp |
| Employer contribution / active EE | $2,227 | $5,470-59.3% | $4,918-54.7% | $5,055-56.0% |
| Participant deferral / active EE | $2,643 | $6,259-57.8% | $5,610-52.9% | $6,977-62.1% |
| Admin fee / account holder | $20 | $17,628-99.9% | $14,905-99.9% | $19,030-99.9% |