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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 | $4,074 | $110,410-96.3% | $102,437-96.0% | $145,897-97.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.47% | 24.85%-14.4pp | 24.95%-14.5pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,094 | $4,217-50.4% | $3,871-45.9% | $4,663-55.1% |
| Participant deferral / active EE | $1,577 | $5,622-71.9% | $5,060-68.8% | $6,689-76.4% |
| Admin fee / account holder | $99 | $9,745-99.0% | $8,388-98.8% | $13,390-99.3% |