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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 | $19,644 | $176,120-88.8% | $159,487-87.7% | $167,553-88.3% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 22.16% | 331.95%-309.8pp | 263.71%-241.5pp | 478.89%-456.7pp |
| Employer contribution / active EE | $2,389 | $5,299-54.9% | $4,831-50.6% | $4,840-50.6% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $244 | $12,561-98.1% | $10,804-97.7% | $12,316-98.0% |