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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 | $17,508 | $125,190-86.0% | $105,624-83.4% | $145,897-88.0% |
| Participation rate | 25.0% | 77.6%-52.6pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 18.49% | 225.22%-206.7pp | 116.20%-97.7pp | 552.29%-533.8pp |
| Employer contribution / active EE | $887 | $3,720-76.2% | $3,168-72.0% | $4,663-81.0% |
| Participant deferral / active EE | $1,921 | $5,716-66.4% | $5,013-61.7% | $6,689-71.3% |
| Admin fee / account holder | $120 | $17,138-99.3% | $10,961-98.9% | $13,390-99.1% |