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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 | $16,495 | $63,346-74.0% | $92,240-82.1% | $70,126-76.5% |
| Participation rate | 53.1% | 68.7%-15.5pp | 76.5%-23.4pp | 69.5%-16.4pp |
| Annual return | 46.36% | 530.19%-483.8pp | 176.29%-129.9pp | 73.15%-26.8pp |
| Employer contribution / active EE | $1,561 | $2,471-36.8% | $3,680-57.6% | $2,343-33.4% |
| Participant deferral / active EE | $2,774 | $2,854-2.8% | $3,897-28.8% | $3,332-16.7% |
| Admin fee / account holder | $262 | $3,841-93.2% | $5,194-95.0% | $4,645-94.4% |