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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 | $150,412-90.6% | $120,574-88.2% | $145,884-90.3% |
| Participation rate | 37.5% | 78.8%-41.3pp | 71.9%-34.4pp | 80.3%-42.8pp |
| Annual return | 12.36% | 154.50%-142.1pp | 107.42%-95.1pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,438 | $4,355-67.0% | $3,471-58.6% | $4,662-69.2% |
| Participant deferral / active EE | $2,119 | $6,175-65.7% | $4,996-57.6% | $6,690-68.3% |
| Admin fee / account holder | $198 | $12,224-98.4% | $9,445-97.9% | $13,392-98.5% |