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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 | $11,111 | $115,810-90.4% | $101,271-89.0% | $158,966-93.0% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 63.29% | 56.15%+7.1pp | 46.48%+16.8pp | 302.95%-239.7pp |
| Employer contribution / active EE | $1,281 | $4,175-69.3% | $3,660-65.0% | $4,762-73.1% |
| Participant deferral / active EE | $1,525 | $4,958-69.3% | $4,371-65.1% | $5,983-74.5% |
| Admin fee / account holder | $50 | $7,248-99.3% | $5,948-99.2% | $11,250-99.6% |