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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 | $12,696 | $127,387-90.0% | $115,038-89.0% | $125,389-89.9% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | 113.90% | 31.28%+82.6pp | 26.14%+87.8pp | 282.24%-168.3pp |
| Employer contribution / active EE | $1,497 | $5,166-71.0% | $4,608-67.5% | $4,866-69.2% |
| Participant deferral / active EE | $3,017 | $6,423-53.0% | $6,026-49.9% | $5,352-43.6% |
| Admin fee / account holder | $52 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |