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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 | $17,397 | $98,776-82.4% | $149,745-88.4% | $79,856-78.2% |
| Participation rate | 51.4% | 75.8%-24.4pp | 82.5%-31.1pp | 69.6%-18.3pp |
| Annual return | 53.97% | 27.38%+26.6pp | 276.72%-222.8pp | 31.71%+22.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,354 | $5,681-23.4% | $6,843-36.4% | $3,741+16.4% |
| Admin fee / account holder | $289 | $6,053-95.2% | $9,312-96.9% | $5,306-94.6% |