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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 | $19,048 | $198,462-90.4% | $170,439-88.8% | $147,585-87.1% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 12.20% | 257.30%-245.1pp | 205.94%-193.7pp | 578.58%-566.4pp |
| Employer contribution / active EE | $5,355 | $6,184-13.4% | $5,433-1.4% | $4,876+9.8% |
| Participant deferral / active EE | $2,291 | $5,629-59.3% | $4,939-53.6% | $5,439-57.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |