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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 | $17,427 | $99,079-82.4% | $78,002-77.7% | $273,972-93.6% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.5%-11.9pp | 83.0%-19.4pp |
| Annual return | 12.50% | 217.93%-205.4pp | 425.99%-413.5pp | 41.46%-29.0pp |
| Employer contribution / active EE | $1,529 | $3,308-53.8% | $2,470-38.1% | $4,869-68.6% |
| Participant deferral / active EE | $4,870 | $4,306+13.1% | $3,497+39.3% | $5,287-7.9% |
| Admin fee / account holder | $254 | $8,954-97.2% | $5,481-95.4% | $10,133-97.5% |