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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 | $22,817 | $217,432-89.5% | $185,851-87.7% | $167,553-86.4% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 16.20% | 148.43%-132.2pp | 122.11%-105.9pp | 478.89%-462.7pp |
| Employer contribution / active EE | $1,579 | $5,874-73.1% | $5,168-69.4% | $4,840-67.4% |
| Participant deferral / active EE | $3,607 | $6,357-43.3% | $5,569-35.2% | $6,343-43.1% |
| Admin fee / account holder | $165 | $19,820-99.2% | $16,245-99.0% | $12,316-98.7% |