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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 | $16,682 | $76,551-78.2% | $123,894-86.5% | $62,881-73.5% |
| Participation rate | 44.0% | 73.0%-29.0pp | 81.4%-37.4pp | 69.3%-25.3pp |
| Annual return | 193.36% | 18.68%+174.7pp | 47.52%+145.8pp | 20.14%+173.2pp |
| Employer contribution / active EE | $1,186 | $2,882-58.8% | $4,617-74.3% | $2,281-48.0% |
| Participant deferral / active EE | $2,949 | $4,840-39.1% | $5,984-50.7% | $3,203-7.9% |
| Admin fee / account holder | $241 | $4,826-95.0% | $8,357-97.1% | $4,296-94.4% |