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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 | $15,851 | $112,121-85.9% | $95,960-83.5% | $158,966-90.0% |
| Participation rate | 65.0% | 79.0%-14.0pp | 77.1%-12.1pp | 82.0%-17.0pp |
| Annual return | 23.15% | 171.16%-148.0pp | 91.63%-68.5pp | 302.95%-279.8pp |
| Employer contribution / active EE | $1,134 | $3,199-64.5% | $2,541-55.4% | $4,762-76.2% |
| Participant deferral / active EE | $2,451 | $4,784-48.8% | $4,167-41.2% | $5,983-59.0% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |