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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 | $10,639 | $175,259-93.9% | $149,723-92.9% | $139,487-92.4% |
| Participation rate | 45.8% | 83.4%-37.6pp | 78.8%-32.9pp | 80.3%-34.5pp |
| Annual return | 14.46% | 166.82%-152.4pp | 134.50%-120.0pp | 373.84%-359.4pp |
| Employer contribution / active EE | $1,260 | $5,478-77.0% | $4,821-73.9% | $4,755-73.5% |
| Participant deferral / active EE | $1,887 | $6,522-71.1% | $5,682-66.8% | $6,713-71.9% |
| Admin fee / account holder | $289 | $16,158-98.2% | $13,215-97.8% | $11,407-97.5% |