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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 | $14,255 | $99,652-85.7% | $78,778-81.9% | $147,586-90.3% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.2%-6.7pp | 82.8%-20.3pp |
| Annual return | 52.13% | 47.28%+4.8pp | 35.62%+16.5pp | 578.59%-526.5pp |
| Employer contribution / active EE | $2,754 | $2,796-1.5% | $1,986+38.7% | $4,876-43.5% |
| Participant deferral / active EE | $3,585 | $3,664-2.2% | $2,958+21.2% | $5,439-34.1% |
| Admin fee / account holder | $36 | $7,155-99.5% | $5,134-99.3% | $10,886-99.7% |