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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 | $29,007 | $209,422-86.1% | $178,503-83.7% | $158,982-81.8% |
| Participation rate | 53.3% | 86.4%-33.0pp | 81.9%-28.6pp | 82.0%-28.6pp |
| Annual return | 18.29% | 188.81%-170.5pp | 151.12%-132.8pp | 302.99%-284.7pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,253 | $5,955-62.2% | $5,202-56.7% | $5,983-62.3% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |