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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 | $19,132 | $63,346-69.8% | $92,239-79.3% | $70,124-72.7% |
| Participation rate | 34.0% | 68.7%-34.7pp | 76.5%-42.5pp | 69.5%-35.5pp |
| Annual return | 31.36% | 530.19%-498.8pp | 176.29%-144.9pp | 73.14%-41.8pp |
| Employer contribution / active EE | $1,397 | $2,471-43.5% | $3,680-62.0% | $2,342-40.4% |
| Participant deferral / active EE | $2,226 | $2,854-22.0% | $3,897-42.9% | $3,332-33.2% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |