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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 | $17,241 | $91,559-81.2% | $133,978-87.1% | $79,856-78.4% |
| Participation rate | 63.0% | 73.3%-10.4pp | 79.8%-16.9pp | 69.6%-6.7pp |
| Annual return | 49.17% | 61.85%-12.7pp | 45.10%+4.1pp | 31.71%+17.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,893 | $3,734-49.3% | $5,047-62.5% | $3,741-49.4% |
| Admin fee / account holder | $73 | $6,321-98.8% | $8,930-99.2% | $5,306-98.6% |