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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 | $22,284 | $94,529-76.4% | $140,019-84.1% | $64,173-65.3% |
| Participation rate | 65.5% | 84.1%-18.6pp | 87.5%-22.0pp | 69.6%-4.1pp |
| Annual return | 59.97% | 7.77%+52.2pp | 651.15%-591.2pp | 7.63%+52.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,127 | $5,250+16.7% | $6,927-11.5% | $3,470+76.6% |
| Admin fee / account holder | $80 | $6,741-98.8% | $10,705-99.2% | $4,887-98.4% |