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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 | $17,542 | $150,435-88.3% | $120,580-85.5% | $145,897-88.0% |
| Participation rate | 60.0% | 78.8%-18.8pp | 72.0%-12.0pp | 80.3%-20.3pp |
| Annual return | 13.03% | 154.60%-141.6pp | 107.48%-94.4pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,550 | $4,352-64.4% | $3,469-55.3% | $4,663-66.8% |
| Participant deferral / active EE | $1,922 | $6,174-68.9% | $4,995-61.5% | $6,689-71.3% |
| Admin fee / account holder | $140 | $12,182-98.9% | $9,418-98.5% | $13,390-99.0% |