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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 | $18,175 | $157,296-88.4% | $141,191-87.1% | $152,897-88.1% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 278.52% | 64.34%+214.2pp | 71.41%+207.1pp | 345.43%-66.9pp |
| Employer contribution / active EE | $1,325 | $5,262-74.8% | $4,736-72.0% | $4,764-72.2% |
| Participant deferral / active EE | $3,162 | $7,111-55.5% | $6,710-52.9% | $5,851-46.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |