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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 | $17,324 | $110,212-84.3% | $96,534-82.1% | $139,466-87.6% |
| Participation rate | 64.3% | 78.1%-13.8pp | 76.0%-11.7pp | 80.3%-16.0pp |
| Annual return | 55.86% | 26.42%+29.4pp | 25.88%+30.0pp | 373.66%-317.8pp |
| Employer contribution / active EE | $1,835 | $3,620-49.3% | $2,965-38.1% | $4,754-61.4% |
| Participant deferral / active EE | $4,319 | $5,547-22.1% | $4,851-11.0% | $6,712-35.7% |
| Admin fee / account holder | $118 | $11,599-99.0% | $8,253-98.6% | $11,409-99.0% |