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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 | $12,833 | $107,363-88.0% | $92,909-86.2% | $152,897-91.6% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 64.28% | 145.63%-81.3pp | 109.44%-45.2pp | 345.43%-281.2pp |
| Employer contribution / active EE | $1,030 | $4,222-75.6% | $3,653-71.8% | $4,764-78.4% |
| Participant deferral / active EE | $3,614 | $4,848-25.5% | $4,238-14.7% | $5,851-38.2% |
| Admin fee / account holder | $149 | $7,082-97.9% | $5,795-97.4% | $11,599-98.7% |