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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 | $11,831 | $75,832-84.4% | $147,617-92.0% | $59,633-80.2% |
| Participation rate | 51.0% | 71.6%-20.5pp | 84.6%-33.6pp | 68.7%-17.7pp |
| Annual return | 191.17% | 0.37%+190.8pp | 61.98%+129.2pp | 2041.45%-1850.3pp |
| Employer contribution / active EE | $607 | $3,485-82.6% | $5,564-89.1% | $2,203-72.4% |
| Participant deferral / active EE | $1,674 | $3,131-46.5% | $4,895-65.8% | $3,192-47.6% |
| Admin fee / account holder | $96 | $5,986-98.4% | $11,612-99.2% | $4,297-97.8% |