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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 | $15,753 | $112,933-86.1% | $90,970-82.7% | $158,982-90.1% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 13.82% | 215.82%-202.0pp | 134.60%-120.8pp | 302.99%-289.2pp |
| Employer contribution / active EE | $1,026 | $2,893-64.6% | $2,122-51.7% | $4,763-78.5% |
| Participant deferral / active EE | $2,777 | $4,128-32.7% | $3,373-17.7% | $5,983-53.6% |
| Admin fee / account holder | $134 | $8,047-98.3% | $5,961-97.8% | $11,252-98.8% |