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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 | $21,676 | $102,382-78.8% | $147,005-85.3% | $80,874-73.2% |
| Participation rate | 62.2% | 75.8%-13.7pp | 82.2%-20.0pp | 67.6%-5.5pp |
| Annual return | 18.90% | 134.89%-116.0pp | 418.76%-399.9pp | 35.62%-16.7pp |
| Employer contribution / active EE | $1,910 | $3,715-48.6% | $4,934-61.3% | $2,756-30.7% |
| Participant deferral / active EE | $4,052 | $6,646-39.0% | $8,070-49.8% | $4,297-5.7% |
| Admin fee / account holder | $287 | $7,942-96.4% | $13,006-97.8% | $6,935-95.9% |