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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 | $14,532 | $157,296-90.8% | $141,191-89.7% | $152,897-90.5% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.5%-17.7pp |
| Annual return | 60.92% | 64.34%-3.4pp | 71.41%-10.5pp | 345.43%-284.5pp |
| Employer contribution / active EE | $2,617 | $5,262-50.3% | $4,736-44.7% | $4,764-45.1% |
| Participant deferral / active EE | $5,312 | $7,111-25.3% | $6,710-20.8% | $5,851-9.2% |
| Admin fee / account holder | $20 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |