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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 | $10,706 | $102,547-89.6% | $78,210-86.3% | $147,586-92.7% |
| Participation rate | 25.0% | 74.4%-49.4pp | 68.7%-43.7pp | 82.8%-57.8pp |
| Annual return | 16.38% | 51.08%-34.7pp | 40.90%-24.5pp | 578.59%-562.2pp |
| Employer contribution / active EE | $1,009 | $2,617-61.4% | $2,034-50.4% | $4,876-79.3% |
| Participant deferral / active EE | $1,539 | $3,481-55.8% | $2,823-45.5% | $5,439-71.7% |
| Admin fee / account holder | $64 | $5,059-98.7% | $3,758-98.3% | $10,886-99.4% |