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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 | $16,317 | $183,592-91.1% | $155,574-89.5% | $145,877-88.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 44.60% | 61.37%-16.8pp | 64.87%-20.3pp | 551.28%-506.7pp |
| Employer contribution / active EE | $2,776 | $5,317-47.8% | $4,676-40.6% | $4,663-40.5% |
| Participant deferral / active EE | $4,525 | $6,466-30.0% | $5,629-19.6% | $6,691-32.4% |
| Admin fee / account holder | $41 | $19,316-99.8% | $15,914-99.7% | $13,402-99.7% |