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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 | $16,110 | $226,090-92.9% | $182,531-91.2% | $152,885-89.5% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.0%-40.5pp | 82.5%-45.0pp |
| Annual return | 36.62% | 192.57%-155.9pp | 148.57%-111.9pp | 345.39%-308.8pp |
| Employer contribution / active EE | $863 | $4,978-82.7% | $4,075-78.8% | $4,763-81.9% |
| Participant deferral / active EE | $1,703 | $6,369-73.3% | $5,525-69.2% | $5,851-70.9% |
| Admin fee / account holder | $71 | $10,705-99.3% | $8,593-99.2% | $11,598-99.4% |