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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 | $17,043 | $105,210-83.8% | $159,487-89.3% | $85,851-80.1% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.8%-25.1pp | 69.3%-11.6pp |
| Annual return | 20.72% | 45.08%-24.4pp | 263.71%-243.0pp | 318.63%-297.9pp |
| Employer contribution / active EE | $857 | $3,319-74.2% | $4,831-82.3% | $2,565-66.6% |
| Participant deferral / active EE | $3,170 | $5,946-46.7% | $7,354-56.9% | $3,952-19.8% |
| Admin fee / account holder | $249 | $6,934-96.4% | $10,804-97.7% | $6,261-96.0% |