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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 | $21,883 | $183,978-88.1% | $162,171-86.5% | $152,885-85.7% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 17.44% | 150.78%-133.3pp | 115.60%-98.2pp | 345.39%-327.9pp |
| Employer contribution / active EE | $1,558 | $6,370-75.5% | $5,613-72.3% | $4,763-67.3% |
| Participant deferral / active EE | $4,199 | $8,033-47.7% | $7,297-42.5% | $5,851-28.2% |
| Admin fee / account holder | $255 | $13,122-98.1% | $10,843-97.7% | $11,598-97.8% |