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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 | $13,523 | $63,346-78.7% | $92,240-85.3% | $70,126-80.7% |
| Participation rate | 36.7% | 68.7%-31.9pp | 76.5%-39.7pp | 69.5%-32.8pp |
| Annual return | 26.01% | 530.19%-504.2pp | 176.29%-150.3pp | 73.15%-47.1pp |
| Employer contribution / active EE | $743 | $2,471-69.9% | $3,680-79.8% | $2,343-68.3% |
| Participant deferral / active EE | $1,284 | $2,854-55.0% | $3,897-67.0% | $3,332-61.5% |
| Admin fee / account holder | $213 | $3,841-94.5% | $5,194-95.9% | $4,645-95.4% |