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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 | $15,378 | $115,796-86.7% | $101,264-84.8% | $158,950-90.3% |
| Participation rate | 64.3% | 79.4%-15.1pp | 75.8%-11.5pp | 82.0%-17.7pp |
| Annual return | 14.06% | 56.15%-42.1pp | 46.48%-32.4pp | 302.91%-288.9pp |
| Employer contribution / active EE | $1,079 | $4,175-74.2% | $3,660-70.5% | $4,762-77.4% |
| Participant deferral / active EE | $2,054 | $4,958-58.6% | $4,370-53.0% | $5,983-65.7% |
| Admin fee / account holder | $63 | $7,247-99.1% | $5,947-98.9% | $11,248-99.4% |