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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 | $20,340 | $217,432-90.6% | $185,851-89.1% | $167,553-87.9% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 34.56% | 148.43%-113.9pp | 122.11%-87.5pp | 478.89%-444.3pp |
| Employer contribution / active EE | $1,680 | $5,874-71.4% | $5,168-67.5% | $4,840-65.3% |
| Participant deferral / active EE | $4,505 | $6,357-29.1% | $5,569-19.1% | $6,343-29.0% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |