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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 | $18,885 | $78,705-76.0% | $117,857-84.0% | $70,131-73.1% |
| Participation rate | 66.7% | 73.2%-6.5pp | 79.7%-13.0pp | 69.5%-2.9pp |
| Annual return | 237.85% | 23.30%+214.6pp | 335.09%-97.2pp | 73.14%+164.7pp |
| Employer contribution / active EE | $910 | $2,223-59.1% | $3,786-76.0% | $2,342-61.2% |
| Participant deferral / active EE | $2,344 | $3,297-28.9% | $4,482-47.7% | $3,332-29.7% |
| Admin fee / account holder | $105 | $5,065-97.9% | $8,020-98.7% | $4,645-97.7% |