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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 | $25,377 | $202,342-87.5% | $172,753-85.3% | $152,909-83.4% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 74.22% | 1029.88%-955.7pp | 803.00%-728.8pp | 345.46%-271.2pp |
| Employer contribution / active EE | $2,224 | $5,857-62.0% | $5,144-56.8% | $4,764-53.3% |
| Participant deferral / active EE | $7,074 | $5,948+18.9% | $5,198+36.1% | $5,851+20.9% |
| Admin fee / account holder | $15 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |