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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 | $15,423 | $63,346-75.7% | $92,240-83.3% | $70,126-78.0% |
| Participation rate | 33.3% | 68.7%-35.3pp | 76.5%-43.1pp | 69.5%-36.2pp |
| Annual return | 23.18% | 530.19%-507.0pp | 176.29%-153.1pp | 73.15%-50.0pp |
| Employer contribution / active EE | $1,080 | $2,471-56.3% | $3,680-70.7% | $2,343-53.9% |
| Participant deferral / active EE | $1,803 | $2,854-36.8% | $3,897-53.7% | $3,332-45.9% |
| Admin fee / account holder | $152 | $3,841-96.0% | $5,194-97.1% | $4,645-96.7% |