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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 | $13,591 | $95,406-85.8% | $185,849-92.7% | $85,847-84.2% |
| Participation rate | 37.9% | 68.8%-30.8pp | 81.7%-43.8pp | 69.3%-31.4pp |
| Annual return | 18.32% | 23.59%-5.3pp | 122.10%-103.8pp | 318.61%-300.3pp |
| Employer contribution / active EE | $842 | $3,314-74.6% | $5,169-83.7% | $2,565-67.2% |
| Participant deferral / active EE | $981 | $3,424-71.3% | $5,569-82.4% | $3,952-75.2% |
| Admin fee / account holder | $103 | $7,214-98.6% | $16,244-99.4% | $6,261-98.4% |