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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 | $16,862 | $118,695-85.8% | $98,916-83.0% | $158,950-89.4% |
| Participation rate | 69.2% | 77.8%-8.6pp | 76.0%-6.8pp | 82.0%-12.7pp |
| Annual return | 24.06% | 372.39%-348.3pp | 196.45%-172.4pp | 302.91%-278.9pp |
| Employer contribution / active EE | $1,559 | $3,333-53.2% | $2,689-42.0% | $4,762-67.3% |
| Participant deferral / active EE | $2,461 | $5,088-51.6% | $4,245-42.0% | $5,983-58.9% |
| Admin fee / account holder | $153 | $10,132-98.5% | $6,642-97.7% | $11,248-98.6% |