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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 | $21,158 | $202,345-89.5% | $172,755-87.8% | $152,885-86.2% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 25.86% | 1029.77%-1003.9pp | 802.94%-777.1pp | 345.39%-319.5pp |
| Employer contribution / active EE | $1,958 | $5,858-66.6% | $5,144-61.9% | $4,763-58.9% |
| Participant deferral / active EE | $4,022 | $5,948-32.4% | $5,198-22.6% | $5,851-31.3% |
| Admin fee / account holder | $40 | $17,111-99.8% | $13,955-99.7% | $11,598-99.7% |