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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 | $10,027 | $49,199-79.6% | $121,204-91.7% | $75,173-86.7% |
| Participation rate | 59.4% | 55.4%+3.9pp | 69.5%-10.2pp | 67.2%-7.8pp |
| Annual return | 16.58% | 56.04%-39.5pp | 987.18%-970.6pp | 160.72%-144.1pp |
| Employer contribution / active EE | $1,134 | $1,547-26.7% | $4,170-72.8% | $2,671-57.5% |
| Participant deferral / active EE | $1,246 | $2,630-52.6% | $4,083-69.5% | $4,126-69.8% |
| Admin fee / account holder | $15 | $3,946-99.6% | $5,651-99.7% | $5,651-99.7% |