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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 | $20,818 | $98,240-78.8% | $82,313-74.7% | $147,585-85.9% |
| Participation rate | 45.5% | 79.7%-34.3pp | 76.9%-31.4pp | 82.8%-37.4pp |
| Annual return | 21.99% | 30.85%-8.9pp | 25.88%-3.9pp | 578.58%-556.6pp |
| Employer contribution / active EE | $716 | $3,192-77.6% | $2,428-70.5% | $4,876-85.3% |
| Participant deferral / active EE | $2,240 | $4,383-48.9% | $3,706-39.6% | $5,439-58.8% |
| Admin fee / account holder | $4 | $8,563-100.0% | $5,608-99.9% | $10,886-100.0% |