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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 | $19,708 | $152,612-87.1% | $125,192-84.3% | $152,897-87.1% |
| Participation rate | 31.3% | 83.3%-52.1pp | 79.8%-48.5pp | 82.5%-51.2pp |
| Annual return | 26.74% | 54.85%-28.1pp | 43.79%-17.1pp | 345.43%-318.7pp |
| Employer contribution / active EE | $1,033 | $4,947-79.1% | $3,866-73.3% | $4,764-78.3% |
| Participant deferral / active EE | $2,570 | $5,868-56.2% | $4,937-47.9% | $5,851-56.1% |
| Admin fee / account holder | $78 | $13,437-99.4% | $9,704-99.2% | $11,599-99.3% |