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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 | $14,788 | $58,391-74.7% | $76,667-80.7% | $72,976-79.7% |
| Participation rate | 48.1% | 67.4%-19.3pp | 72.1%-24.0pp | 69.5%-21.4pp |
| Annual return | 123.15% | 2306.65%-2183.5pp | 1166.74%-1043.6pp | 81.02%+42.1pp |
| Employer contribution / active EE | $858 | $1,787-52.0% | $2,303-62.8% | $2,440-64.9% |
| Participant deferral / active EE | $1,246 | $2,690-53.7% | $3,336-62.6% | $3,608-65.5% |
| Admin fee / account holder | $22 | $4,014-99.4% | $6,423-99.7% | $5,124-99.6% |