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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 | $24,470 | $152,612-84.0% | $125,192-80.5% | $152,897-84.0% |
| Participation rate | 31.8% | 83.3%-51.5pp | 79.8%-48.0pp | 82.5%-50.6pp |
| Annual return | 27.31% | 54.85%-27.5pp | 43.79%-16.5pp | 345.43%-318.1pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,377 | $5,868-42.5% | $4,937-31.6% | $5,851-42.3% |
| Admin fee / account holder | $143 | $13,437-98.9% | $9,704-98.5% | $11,599-98.8% |