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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 | $12,731 | $181,062-93.0% | $158,223-92.0% | $155,188-91.8% |
| Participation rate | 40.0% | 82.7%-42.7pp | 79.2%-39.2pp | 80.8%-40.8pp |
| Annual return | 24.37% | 57.39%-33.0pp | 52.09%-27.7pp | 148.84%-124.5pp |
| Employer contribution / active EE | $1,838 | $4,565-59.7% | $4,109-55.3% | $4,248-56.7% |
| Participant deferral / active EE | $2,558 | $6,134-58.3% | $5,467-53.2% | $6,531-60.8% |
| Admin fee / account holder | $26 | $18,825-99.9% | $16,047-99.8% | $14,480-99.8% |