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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 | $17,934 | $118,708-84.9% | $98,920-81.9% | $158,966-88.7% |
| Participation rate | 25.0% | 77.8%-52.8pp | 76.0%-51.0pp | 82.0%-57.0pp |
| Annual return | 16.55% | 372.49%-355.9pp | 196.47%-179.9pp | 302.95%-286.4pp |
| Employer contribution / active EE | $825 | $3,334-75.3% | $2,689-69.3% | $4,762-82.7% |
| Participant deferral / active EE | $1,520 | $5,089-70.1% | $4,245-64.2% | $5,983-74.6% |
| Admin fee / account holder | $222 | $10,134-97.8% | $6,643-96.7% | $11,250-98.0% |