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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 | $12,592 | $86,701-85.5% | $73,309-82.8% | $125,389-90.0% |
| Participation rate | 47.4% | 78.6%-31.2pp | 74.9%-27.5pp | 83.2%-35.8pp |
| Annual return | 127.77% | 2.78%+125.0pp | 5.67%+122.1pp | 282.24%-154.5pp |
| Employer contribution / active EE | $2,177 | $4,152-47.6% | $3,237-32.7% | $4,866-55.3% |
| Participant deferral / active EE | $3,004 | $5,549-45.9% | $4,991-39.8% | $5,352-43.9% |
| Admin fee / account holder | $49 | $7,768-99.4% | $5,635-99.1% | $9,541-99.5% |