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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 | $8,855 | $124,330-92.9% | $109,173-91.9% | $167,536-94.7% |
| Participation rate | 60.0% | 79.5%-19.5pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 22.19% | 26.04%-3.9pp | 25.75%-3.6pp | 478.82%-456.6pp |
| Employer contribution / active EE | $1,314 | $4,209-68.8% | $3,723-64.7% | $4,839-72.8% |
| Participant deferral / active EE | $2,751 | $5,256-47.7% | $4,654-40.9% | $6,342-56.6% |
| Admin fee / account holder | $231 | $7,974-97.1% | $6,755-96.6% | $12,315-98.1% |