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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 | $17,263 | $144,130-88.0% | $117,861-85.4% | $147,586-88.3% |
| Participation rate | 41.7% | 83.4%-41.8pp | 79.7%-38.0pp | 82.8%-41.2pp |
| Annual return | 33.79% | 531.20%-497.4pp | 335.11%-301.3pp | 578.59%-544.8pp |
| Employer contribution / active EE | $1,423 | $4,897-70.9% | $3,786-62.4% | $4,876-70.8% |
| Participant deferral / active EE | $3,418 | $5,316-35.7% | $4,482-23.7% | $5,439-37.2% |
| Admin fee / account holder | $196 | $10,887-98.2% | $8,021-97.6% | $10,886-98.2% |