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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 | $13,765 | $107,368-87.2% | $92,915-85.2% | $152,909-91.0% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 38.92% | 145.64%-106.7pp | 109.45%-70.5pp | 345.46%-306.5pp |
| Employer contribution / active EE | $1,039 | $4,222-75.4% | $3,653-71.6% | $4,764-78.2% |
| Participant deferral / active EE | $3,316 | $4,848-31.6% | $4,238-21.8% | $5,851-43.3% |
| Admin fee / account holder | $10 | $7,082-99.9% | $5,796-99.8% | $11,601-99.9% |