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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 | $23,525 | $98,776-76.2% | $149,745-84.3% | $79,856-70.5% |
| Participation rate | 68.6% | 75.8%-7.2pp | 82.5%-13.9pp | 69.6%-1.1pp |
| Annual return | 116.62% | 27.38%+89.2pp | 276.72%-160.1pp | 31.71%+84.9pp |
| Employer contribution / active EE | $2,237 | $3,217-30.5% | $4,646-51.9% | $2,471-9.5% |
| Participant deferral / active EE | $4,414 | $5,681-22.3% | $6,843-35.5% | $3,741+18.0% |
| Admin fee / account holder | $154 | $6,053-97.5% | $9,312-98.3% | $5,306-97.1% |