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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 | $11,132 | $144,130-92.3% | $117,861-90.6% | $147,586-92.5% |
| Participation rate | 33.3% | 83.4%-50.1pp | 79.7%-46.3pp | 82.8%-49.5pp |
| Annual return | 17.32% | 531.20%-513.9pp | 335.11%-317.8pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,272 | $4,897-74.0% | $3,786-66.4% | $4,876-73.9% |
| Participant deferral / active EE | $1,990 | $5,316-62.6% | $4,482-55.6% | $5,439-63.4% |
| Admin fee / account holder | $91 | $10,887-99.2% | $8,021-98.9% | $10,886-99.2% |