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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 | $14,418 | $107,363-86.6% | $92,909-84.5% | $152,897-90.6% |
| Participation rate | 54.2% | 79.8%-25.6pp | 76.0%-21.8pp | 82.5%-28.3pp |
| Annual return | 46.69% | 145.63%-98.9pp | 109.44%-62.7pp | 345.43%-298.7pp |
| Employer contribution / active EE | $2,621 | $4,222-37.9% | $3,653-28.3% | $4,764-45.0% |
| Participant deferral / active EE | $3,630 | $4,848-25.1% | $4,238-14.3% | $5,851-38.0% |
| Admin fee / account holder | $271 | $7,082-96.2% | $5,795-95.3% | $11,599-97.7% |