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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 | $14,491 | $70,684-79.5% | $169,390-91.4% | $75,173-80.7% |
| Participation rate | 28.1% | 64.8%-36.7pp | 77.2%-49.0pp | 67.2%-39.1pp |
| Annual return | 41.26% | 36.38%+4.9pp | 406.07%-364.8pp | 160.72%-119.5pp |
| Employer contribution / active EE | $875 | $2,211-60.4% | $4,013-78.2% | $2,671-67.2% |
| Participant deferral / active EE | $1,480 | $4,310-65.7% | $6,222-76.2% | $4,126-64.1% |
| Admin fee / account holder | $18 | $5,404-99.7% | $9,015-99.8% | $5,651-99.7% |