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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 | $13,130 | $106,905-87.7% | $84,020-84.4% | $152,885-91.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 27.94% | 105.00%-77.1pp | 71.31%-43.4pp | 345.39%-317.5pp |
| Employer contribution / active EE | $1,081 | $2,735-60.5% | $1,984-45.5% | $4,763-77.3% |
| Participant deferral / active EE | $2,964 | $4,012-26.1% | $3,239-8.5% | $5,851-49.3% |
| Admin fee / account holder | $192 | $8,287-97.7% | $6,101-96.9% | $11,598-98.3% |