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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 | $17,233 | $202,342-91.5% | $172,753-90.0% | $152,909-88.7% |
| Participation rate | 53.3% | 87.1%-33.7pp | 82.6%-29.3pp | 82.5%-29.1pp |
| Annual return | 25.15% | 1029.88%-1004.7pp | 803.00%-777.8pp | 345.46%-320.3pp |
| Employer contribution / active EE | $1,649 | $5,857-71.8% | $5,144-67.9% | $4,764-65.4% |
| Participant deferral / active EE | $4,067 | $5,948-31.6% | $5,198-21.7% | $5,851-30.5% |
| Admin fee / account holder | $34 | $17,112-99.8% | $13,956-99.8% | $11,601-99.7% |