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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 | $13,944 | $217,432-93.6% | $185,849-92.5% | $167,536-91.7% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 70.45% | 148.42%-78.0pp | 122.10%-51.6pp | 478.82%-408.4pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,267 | $6,357+14.3% | $5,569+30.5% | $6,342+14.6% |
| Admin fee / account holder | $86 | $19,818-99.6% | $16,244-99.5% | $12,315-99.3% |