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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 | $16,638 | $154,193-89.2% | $130,045-87.2% | $139,466-88.1% |
| Participation rate | 52.9% | 82.0%-29.0pp | 78.5%-25.6pp | 80.3%-27.4pp |
| Annual return | 10.76% | 32.51%-21.7pp | -137.30%+148.1pp | 373.66%-362.9pp |
| Employer contribution / active EE | $1,285 | $5,292-75.7% | $4,321-70.3% | $4,754-73.0% |
| Participant deferral / active EE | $3,300 | $6,709-50.8% | $5,820-43.3% | $6,712-50.8% |
| Admin fee / account holder | $59 | $13,989-99.6% | $10,600-99.4% | $11,409-99.5% |