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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 | $17,136 | $175,231-90.2% | $149,696-88.6% | $139,466-87.7% |
| Participation rate | 31.3% | 83.4%-52.1pp | 78.8%-47.5pp | 80.3%-49.1pp |
| Annual return | 31.02% | 166.77%-135.7pp | 134.46%-103.4pp | 373.66%-342.6pp |
| Employer contribution / active EE | $1,282 | $5,478-76.6% | $4,821-73.4% | $4,754-73.0% |
| Participant deferral / active EE | $2,765 | $6,521-57.6% | $5,682-51.3% | $6,712-58.8% |
| Admin fee / account holder | $59 | $16,155-99.6% | $13,212-99.6% | $11,409-99.5% |