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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 | $10,653 | $148,582-92.8% | $135,942-92.2% | $139,456-92.4% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 60.93% | 79.26%-18.3pp | 68.28%-7.4pp | 373.45%-312.5pp |
| Employer contribution / active EE | $1,003 | $5,245-80.9% | $4,858-79.4% | $4,753-78.9% |
| Participant deferral / active EE | $3,723 | $8,101-54.0% | $7,759-52.0% | $6,711-44.5% |
| Admin fee / account holder | $2 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |