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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 | $26,299 | $202,342-87.0% | $172,752-84.8% | $152,897-82.8% |
| Participation rate | 58.8% | 87.1%-28.2pp | 82.6%-23.8pp | 82.5%-23.6pp |
| Annual return | 19.18% | 1029.83%-1010.6pp | 802.97%-783.8pp | 345.43%-326.2pp |
| Employer contribution / active EE | $5,924 | $5,858+1.1% | $5,144+15.2% | $4,764+24.4% |
| Participant deferral / active EE | $4,638 | $5,948-22.0% | $5,198-10.8% | $5,851-20.7% |
| Admin fee / account holder | $75 | $17,111-99.6% | $13,955-99.5% | $11,599-99.4% |