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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 | $8,643 | $81,358-89.4% | $155,556-94.4% | $80,959-89.3% |
| Participation rate | 35.8% | 66.3%-30.4pp | 78.2%-42.4pp | 67.7%-31.8pp |
| Annual return | 187.21% | 33.39%+153.8pp | 64.84%+122.4pp | 35.67%+151.5pp |
| Employer contribution / active EE | $758 | $3,106-75.6% | $4,675-83.8% | $2,757-72.5% |
| Participant deferral / active EE | $1,223 | $3,455-64.6% | $5,631-78.3% | $4,300-71.6% |
| Admin fee / account holder | $23 | $7,994-99.7% | $15,885-99.9% | $6,925-99.7% |