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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 | $12,416 | $115,810-89.3% | $101,271-87.7% | $158,966-92.2% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 46.45% | 56.15%-9.7pp | 46.48%0pp | 302.95%-256.5pp |
| Employer contribution / active EE | $1,192 | $4,175-71.5% | $3,660-67.4% | $4,762-75.0% |
| Participant deferral / active EE | $1,994 | $4,958-59.8% | $4,371-54.4% | $5,983-66.7% |
| Admin fee / account holder | $118 | $7,248-98.4% | $5,948-98.0% | $11,250-99.0% |