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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 | $14,196 | $150,435-90.6% | $120,580-88.2% | $145,897-90.3% |
| Participation rate | 37.5% | 78.8%-41.3pp | 72.0%-34.5pp | 80.3%-42.8pp |
| Annual return | 12.36% | 154.60%-142.2pp | 107.48%-95.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,438 | $4,352-67.0% | $3,469-58.5% | $4,663-69.2% |
| Participant deferral / active EE | $2,119 | $6,174-65.7% | $4,995-57.6% | $6,689-68.3% |
| Admin fee / account holder | $198 | $12,182-98.4% | $9,418-97.9% | $13,390-98.5% |