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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 | $23,881 | $171,492-86.1% | $150,734-84.2% | $198,609-88.0% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 20.84% | 804.70%-783.9pp | 600.81%-580.0pp | 202.70%-181.9pp |
| Employer contribution / active EE | $1,627 | $5,470-70.3% | $4,918-66.9% | $5,055-67.8% |
| Participant deferral / active EE | $2,606 | $6,259-58.4% | $5,610-53.5% | $6,977-62.7% |
| Admin fee / account holder | $25 | $17,628-99.9% | $14,905-99.8% | $19,030-99.9% |