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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 | $23,853 | $98,766-75.8% | $149,730-84.1% | $79,852-70.1% |
| Participation rate | 64.7% | 75.8%-11.1pp | 82.5%-17.8pp | 69.6%-4.9pp |
| Annual return | 45.37% | 27.43%+17.9pp | 276.70%-231.3pp | 31.72%+13.7pp |
| Employer contribution / active EE | $2,224 | $3,217-30.9% | $4,645-52.1% | $2,471-10.0% |
| Participant deferral / active EE | $5,108 | $5,681-10.1% | $6,843-25.4% | $3,740+36.6% |
| Admin fee / account holder | $152 | $6,052-97.5% | $9,310-98.4% | $5,306-97.1% |