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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 | $18,238 | $150,435-87.9% | $120,580-84.9% | $145,897-87.5% |
| Participation rate | 63.6% | 78.8%-15.2pp | 72.0%-8.3pp | 80.3%-16.7pp |
| Annual return | 21.72% | 154.60%-132.9pp | 107.48%-85.8pp | 552.29%-530.6pp |
| Employer contribution / active EE | $2,911 | $4,352-33.1% | $3,469-16.1% | $4,663-37.6% |
| Participant deferral / active EE | $3,438 | $6,174-44.3% | $4,995-31.2% | $6,689-48.6% |
| Admin fee / account holder | $147 | $12,182-98.8% | $9,418-98.4% | $13,390-98.9% |