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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 | $15,361 | $112,131-86.3% | $95,964-84.0% | $158,982-90.3% |
| Participation rate | 63.6% | 79.0%-15.4pp | 77.1%-13.4pp | 82.0%-18.3pp |
| Annual return | 25.36% | 171.19%-145.8pp | 91.64%-66.3pp | 302.99%-277.6pp |
| Employer contribution / active EE | $2,052 | $3,199-35.9% | $2,541-19.3% | $4,763-56.9% |
| Participant deferral / active EE | $3,004 | $4,784-37.2% | $4,167-27.9% | $5,983-49.8% |
| Admin fee / account holder | $31 | $10,136-99.7% | $6,797-99.5% | $11,252-99.7% |