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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 | $16,812 | $131,835-87.2% | $108,582-84.5% | $273,972-93.9% |
| Participation rate | 35.7% | 83.5%-47.7pp | 79.6%-43.9pp | 83.0%-47.3pp |
| Annual return | 521.88% | -91.57%+613.5pp | -51.70%+573.6pp | 41.46%+480.4pp |
| Employer contribution / active EE | $1,169 | $4,913-76.2% | $3,758-68.9% | $4,869-76.0% |
| Participant deferral / active EE | $2,069 | $5,127-59.7% | $4,311-52.0% | $5,287-60.9% |
| Admin fee / account holder | $43 | $10,253-99.6% | $7,645-99.4% | $10,133-99.6% |