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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 | $21,789 | $171,867-87.3% | $149,721-85.4% | $147,586-85.2% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 12.41% | 2113.36%-2101.0pp | 1501.67%-1489.3pp | 578.59%-566.2pp |
| Employer contribution / active EE | $2,185 | $6,275-65.2% | $5,444-59.9% | $4,876-55.2% |
| Participant deferral / active EE | $2,951 | $7,270-59.4% | $6,568-55.1% | $5,439-45.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |