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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 | $18,114 | $157,304-88.5% | $141,197-87.2% | $152,909-88.2% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 80.00% | 64.34%+15.7pp | 71.41%+8.6pp | 345.46%-265.5pp |
| Employer contribution / active EE | $1,194 | $5,263-77.3% | $4,736-74.8% | $4,764-74.9% |
| Participant deferral / active EE | $8,060 | $7,111+13.4% | $6,710+20.1% | $5,851+37.8% |
| Admin fee / account holder | $54 | $12,126-99.6% | $10,265-99.5% | $11,601-99.5% |