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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 | $12,572 | $115,814-89.1% | $101,275-87.6% | $158,982-92.1% |
| Participation rate | 53.8% | 79.4%-25.5pp | 75.8%-22.0pp | 82.0%-28.1pp |
| Annual return | 73.04% | 56.16%+16.9pp | 46.48%+26.6pp | 302.99%-230.0pp |
| Employer contribution / active EE | $2,161 | $4,176-48.2% | $3,660-41.0% | $4,763-54.6% |
| Participant deferral / active EE | $2,745 | $4,958-44.6% | $4,371-37.2% | $5,983-54.1% |
| Admin fee / account holder | $60 | $7,249-99.2% | $5,948-99.0% | $11,252-99.5% |