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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 | $25,262 | $198,457-87.3% | $170,435-85.2% | $147,586-82.9% |
| Participation rate | 25.0% | 88.0%-63.0pp | 83.6%-58.6pp | 82.8%-57.8pp |
| Annual return | 37.61% | 257.30%-219.7pp | 205.94%-168.3pp | 578.59%-541.0pp |
| Employer contribution / active EE | $2,349 | $6,183-62.0% | $5,432-56.8% | $4,876-51.8% |
| Participant deferral / active EE | $12,152 | $5,629+115.9% | $4,939+146.0% | $5,439+123.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |