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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 | $10,342 | $107,363-90.4% | $92,909-88.9% | $152,897-93.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 33.51% | 145.63%-112.1pp | 109.44%-75.9pp | 345.43%-311.9pp |
| Employer contribution / active EE | $2,119 | $4,222-49.8% | $3,653-42.0% | $4,764-55.5% |
| Participant deferral / active EE | $2,119 | $4,848-56.3% | $4,238-50.0% | $5,851-63.8% |
| Admin fee / account holder | $120 | $7,082-98.3% | $5,795-97.9% | $11,599-99.0% |