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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 | $17,990 | $157,276-88.6% | $141,177-87.3% | $152,885-88.2% |
| Participation rate | 59.1% | 84.8%-25.7pp | 82.5%-23.4pp | 82.5%-23.4pp |
| Annual return | 32.74% | 64.33%-31.6pp | 71.40%-38.7pp | 345.39%-312.6pp |
| Employer contribution / active EE | $1,000 | $5,262-81.0% | $4,736-78.9% | $4,763-79.0% |
| Participant deferral / active EE | $4,179 | $7,110-41.2% | $6,710-37.7% | $5,851-28.6% |
| Admin fee / account holder | $87 | $12,123-99.3% | $10,263-99.2% | $11,598-99.2% |