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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 | $15,338 | $103,392-85.2% | $87,104-82.4% | $152,897-90.0% |
| Participation rate | 41.7% | 79.4%-37.7pp | 76.9%-35.2pp | 82.5%-40.8pp |
| Annual return | 44.89% | 28.10%+16.8pp | 28.19%+16.7pp | 345.43%-300.5pp |
| Employer contribution / active EE | $1,576 | $3,221-51.1% | $2,521-37.5% | $4,764-66.9% |
| Participant deferral / active EE | $2,598 | $4,778-45.6% | $4,048-35.8% | $5,851-55.6% |
| Admin fee / account holder | $184 | $12,194-98.5% | $7,491-97.5% | $11,599-98.4% |