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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 | $9,191 | $107,363-91.4% | $92,909-90.1% | $152,897-94.0% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 17.52% | 145.63%-128.1pp | 109.44%-91.9pp | 345.43%-327.9pp |
| Employer contribution / active EE | $1,165 | $4,222-72.4% | $3,653-68.1% | $4,764-75.5% |
| Participant deferral / active EE | $2,235 | $4,848-53.9% | $4,238-47.3% | $5,851-61.8% |
| Admin fee / account holder | $55 | $7,082-99.2% | $5,795-99.0% | $11,599-99.5% |