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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 | $18,061 | $118,708-84.8% | $98,920-81.7% | $158,966-88.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 20.35% | 372.49%-352.1pp | 196.47%-176.1pp | 302.95%-282.6pp |
| Employer contribution / active EE | $1,152 | $3,334-65.4% | $2,689-57.2% | $4,762-75.8% |
| Participant deferral / active EE | $1,937 | $5,089-61.9% | $4,245-54.4% | $5,983-67.6% |
| Admin fee / account holder | $61 | $10,134-99.4% | $6,643-99.1% | $11,250-99.5% |