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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 | $16,322 | $103,387-84.2% | $87,102-81.3% | $152,885-89.3% |
| Participation rate | 33.3% | 79.4%-46.0pp | 76.9%-43.5pp | 82.5%-49.1pp |
| Annual return | 452.66% | 28.10%+424.6pp | 28.19%+424.5pp | 345.39%+107.3pp |
| Employer contribution / active EE | $813 | $3,221-74.8% | $2,521-67.8% | $4,763-82.9% |
| Participant deferral / active EE | $3,497 | $4,778-26.8% | $4,048-13.6% | $5,851-40.2% |
| Admin fee / account holder | $42 | $12,193-99.7% | $7,491-99.4% | $11,598-99.6% |