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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 | $12,965 | $85,766-84.9% | $136,298-90.5% | $70,126-81.5% |
| Participation rate | 56.0% | 74.2%-18.2pp | 81.9%-25.9pp | 69.5%-13.5pp |
| Annual return | 59.82% | 31.46%+28.4pp | 5156.27%-5096.5pp | 73.15%-13.3pp |
| Employer contribution / active EE | $2,097 | $2,966-29.3% | $4,696-55.3% | $2,343-10.5% |
| Participant deferral / active EE | $2,860 | $5,051-43.4% | $6,247-54.2% | $3,332-14.1% |
| Admin fee / account holder | $75 | $5,421-98.6% | $9,244-99.2% | $4,645-98.4% |