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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 | $11,408 | $105,856-89.2% | $90,161-87.3% | $147,585-92.3% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.7pp | 82.8%-25.7pp |
| Annual return | 21.94% | 37.63%-15.7pp | 34.89%-12.9pp | 578.58%-556.6pp |
| Employer contribution / active EE | $2,011 | $4,126-51.3% | $3,318-39.4% | $4,876-58.8% |
| Participant deferral / active EE | $4,645 | $5,733-19.0% | $5,287-12.1% | $5,439-14.6% |
| Admin fee / account holder | $61 | $8,046-99.2% | $5,943-99.0% | $10,886-99.4% |