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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 | $7,571 | $103,008-92.7% | $90,304-91.6% | $152,897-95.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 26.49% | 95.22%-68.7pp | 78.13%-51.6pp | 345.43%-318.9pp |
| Employer contribution / active EE | $7,585 | $3,139+141.6% | $2,855+165.7% | $4,764+59.2% |
| Participant deferral / active EE | $1,622 | $4,281-62.1% | $3,885-58.3% | $5,851-72.3% |
| Admin fee / account holder | $295 | $6,175-95.2% | $5,354-94.5% | $11,599-97.5% |