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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 | $10,290 | $93,064-88.9% | $74,577-86.2% | $273,972-96.2% |
| Participation rate | 53.8% | 74.9%-21.1pp | 68.1%-14.3pp | 83.0%-29.2pp |
| Annual return | 108.40% | 26.18%+82.2pp | 20.47%+87.9pp | 41.46%+66.9pp |
| Employer contribution / active EE | $4,547 | $3,160+43.9% | $2,525+80.1% | $4,869-6.6% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $90 | $5,273-98.3% | $4,138-97.8% | $10,133-99.1% |