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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 | $14,919 | $115,810-87.1% | $101,271-85.3% | $158,966-90.6% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 200.10% | 56.15%+143.9pp | 46.48%+153.6pp | 302.95%-102.8pp |
| Employer contribution / active EE | $1,194 | $4,175-71.4% | $3,660-67.4% | $4,762-74.9% |
| Participant deferral / active EE | $3,582 | $4,958-27.8% | $4,371-18.0% | $5,983-40.1% |
| Admin fee / account holder | $154 | $7,248-97.9% | $5,948-97.4% | $11,250-98.6% |