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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 | $11,037 | $107,363-89.7% | $92,909-88.1% | $152,897-92.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 46.45% | 145.63%-99.2pp | 109.44%-63.0pp | 345.43%-299.0pp |
| Employer contribution / active EE | $1,308 | $4,222-69.0% | $3,653-64.2% | $4,764-72.5% |
| Participant deferral / active EE | $2,698 | $4,848-44.3% | $4,238-36.3% | $5,851-53.9% |
| Admin fee / account holder | $151 | $7,082-97.9% | $5,795-97.4% | $11,599-98.7% |