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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 | $13,663 | $141,001-90.3% | $112,228-87.8% | $139,487-90.2% |
| Participation rate | 40.0% | 79.2%-39.2pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 59.12% | 32.75%+26.4pp | 30.23%+28.9pp | 373.84%-314.7pp |
| Employer contribution / active EE | $2,001 | $4,285-53.3% | $3,432-41.7% | $4,755-57.9% |
| Participant deferral / active EE | $3,416 | $5,877-41.9% | $4,800-28.8% | $6,713-49.1% |
| Admin fee / account holder | $62 | $9,959-99.4% | $7,752-99.2% | $11,407-99.5% |