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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 | $24,138 | $202,345-88.1% | $172,755-86.0% | $152,885-84.2% |
| Participation rate | 68.2% | 87.1%-18.9pp | 82.6%-14.5pp | 82.5%-14.3pp |
| Annual return | 20.86% | 1029.77%-1008.9pp | 802.94%-782.1pp | 345.39%-324.5pp |
| Employer contribution / active EE | $2,716 | $5,858-53.6% | $5,144-47.2% | $4,763-43.0% |
| Participant deferral / active EE | $2,131 | $5,948-64.2% | $5,198-59.0% | $5,851-63.6% |
| Admin fee / account holder | $174 | $17,111-99.0% | $13,955-98.8% | $11,598-98.5% |