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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 | $12,535 | $107,368-88.3% | $92,915-86.5% | $152,909-91.8% |
| Participation rate | 68.8% | 79.8%-11.0pp | 76.0%-7.3pp | 82.5%-13.7pp |
| Annual return | 33.25% | 145.64%-112.4pp | 109.45%-76.2pp | 345.46%-312.2pp |
| Employer contribution / active EE | $1,556 | $4,222-63.1% | $3,653-57.4% | $4,764-67.3% |
| Participant deferral / active EE | $3,791 | $4,848-21.8% | $4,238-10.6% | $5,851-35.2% |
| Admin fee / account holder | $192 | $7,082-97.3% | $5,796-96.7% | $11,601-98.3% |