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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 | $16,149 | $96,136-83.2% | $135,987-88.1% | $80,925-80.0% |
| Participation rate | 44.0% | 71.2%-27.2pp | 76.4%-32.4pp | 67.7%-23.7pp |
| Annual return | 15.26% | 28.70%-13.4pp | 580.01%-564.8pp | 35.65%-20.4pp |
| Employer contribution / active EE | $1,660 | $3,350-50.4% | $4,214-60.6% | $2,756-39.8% |
| Participant deferral / active EE | $2,610 | $5,706-54.3% | $7,027-62.9% | $4,299-39.3% |
| Admin fee / account holder | $120 | $8,236-98.5% | $6,716-98.2% | $6,940-98.3% |