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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 | $28,878 | $70,917-59.3% | $98,916-70.8% | $73,493-60.7% |
| Participation rate | 60.0% | 73.8%-13.8pp | 76.0%-16.0pp | 70.7%-10.7pp |
| Annual return | 60.05% | 34.18%+25.9pp | 196.45%-136.4pp | 28.51%+31.5pp |
| Employer contribution / active EE | $1,942 | $2,037-4.7% | $2,689-27.8% | $2,270-14.5% |
| Participant deferral / active EE | $4,662 | $3,501+33.2% | $4,245+9.8% | $3,740+24.7% |
| Admin fee / account holder | $70 | $535-87.0% | $6,642-99.0% | $513-86.4% |