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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 | $18,302 | $99,079-81.5% | $78,002-76.5% | $273,972-93.3% |
| Participation rate | 22.2% | 78.6%-56.3pp | 75.5%-53.3pp | 83.0%-60.8pp |
| Annual return | 14.41% | 217.93%-203.5pp | 425.99%-411.6pp | 41.46%-27.0pp |
| Employer contribution / active EE | $538 | $3,308-83.7% | $2,470-78.2% | $4,869-89.0% |
| Participant deferral / active EE | $1,477 | $4,306-65.7% | $3,497-57.8% | $5,287-72.1% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |