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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 | $22,758 | $150,447-84.9% | $136,298-83.3% | $147,586-84.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 10.88% | 1049.15%-1038.3pp | 5156.27%-5145.4pp | 578.59%-567.7pp |
| Employer contribution / active EE | $2,887 | $5,256-45.1% | $4,696-38.5% | $4,876-40.8% |
| Participant deferral / active EE | $6,608 | $6,631-0.3% | $6,247+5.8% | $5,439+21.5% |
| Admin fee / account holder | $121 | $10,906-98.9% | $9,244-98.7% | $10,886-98.9% |