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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 | $11,058 | $94,529-88.3% | $140,019-92.1% | $64,173-82.8% |
| Participation rate | 39.0% | 84.1%-45.1pp | 87.5%-48.5pp | 69.6%-30.6pp |
| Annual return | 63.10% | 7.77%+55.3pp | 651.15%-588.1pp | 7.63%+55.5pp |
| Employer contribution / active EE | $1,143 | $3,812-70.0% | $5,605-79.6% | $2,381-52.0% |
| Participant deferral / active EE | $2,638 | $5,250-49.8% | $6,927-61.9% | $3,470-24.0% |
| Admin fee / account holder | $218 | $6,741-96.8% | $10,705-98.0% | $4,887-95.5% |