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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 | $12,571 | $209,336-94.0% | $197,124-93.6% | $137,256-90.8% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 26.45% | 48.09%-21.6pp | 44.34%-17.9pp | 220.34%-193.9pp |
| Employer contribution / active EE | $1,480 | $6,591-77.5% | $6,227-76.2% | $4,156-64.4% |
| Participant deferral / active EE | $3,378 | $9,614-64.9% | $9,135-63.0% | $6,407-47.3% |
| Admin fee / account holder | $17 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |