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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 | $15,260 | $107,363-85.8% | $92,909-83.6% | $152,897-90.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 34.48% | 145.63%-111.1pp | 109.44%-75.0pp | 345.43%-310.9pp |
| Employer contribution / active EE | $1,610 | $4,222-61.9% | $3,653-55.9% | $4,764-66.2% |
| Participant deferral / active EE | $4,657 | $4,848-3.9% | $4,238+9.9% | $5,851-20.4% |
| Admin fee / account holder | $194 | $7,082-97.3% | $5,795-96.6% | $11,599-98.3% |