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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 | $16,066 | $234,190-93.1% | $180,320-91.1% | $198,609-91.9% |
| Participation rate | 58.3% | 77.1%-18.8pp | 71.5%-13.2pp | 82.4%-24.0pp |
| Annual return | 20.55% | 1057.44%-1036.9pp | 778.54%-758.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $1,306 | $5,258-75.2% | $4,108-68.2% | $5,055-74.2% |
| Participant deferral / active EE | $2,680 | $4,988-46.3% | $4,304-37.7% | $6,977-61.6% |
| Admin fee / account holder | $101 | $12,558-99.2% | $10,000-99.0% | $19,030-99.5% |