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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 | $11,886 | $150,346-92.1% | $120,524-90.1% | $145,877-91.9% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 19.26% | 154.40%-135.1pp | 107.36%-88.1pp | 551.28%-532.0pp |
| Employer contribution / active EE | $1,077 | $4,353-75.3% | $3,469-69.0% | $4,663-76.9% |
| Participant deferral / active EE | $2,154 | $6,172-65.1% | $4,994-56.9% | $6,691-67.8% |
| Admin fee / account holder | $32 | $12,215-99.7% | $9,440-99.7% | $13,402-99.8% |