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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 | $20,469 | $166,131-87.7% | $164,975-87.6% | $145,877-86.0% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.6%-19.8pp | 80.3%-21.5pp |
| Annual return | 23.91% | 100.37%-76.5pp | 70.12%-46.2pp | 551.28%-527.4pp |
| Employer contribution / active EE | $2,149 | $5,276-59.3% | $4,343-50.5% | $4,663-53.9% |
| Participant deferral / active EE | $4,039 | $6,962-42.0% | $6,033-33.1% | $6,691-39.6% |
| Admin fee / account holder | $268 | $16,648-98.4% | $12,688-97.9% | $13,402-98.0% |