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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 | $16,257 | $63,346-74.3% | $92,240-82.4% | $70,126-76.8% |
| Participation rate | 54.8% | 68.7%-13.9pp | 76.5%-21.7pp | 69.5%-14.8pp |
| Annual return | 19.32% | 530.19%-510.9pp | 176.29%-157.0pp | 73.15%-53.8pp |
| Employer contribution / active EE | $1,223 | $2,471-50.5% | $3,680-66.8% | $2,343-47.8% |
| Participant deferral / active EE | $1,901 | $2,854-33.4% | $3,897-51.2% | $3,332-43.0% |
| Admin fee / account holder | $194 | $3,841-95.0% | $5,194-96.3% | $4,645-95.8% |