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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 | $22,613 | $150,446-85.0% | $136,297-83.4% | $147,585-84.7% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 23.21% | 1049.14%-1025.9pp | 5156.19%-5133.0pp | 578.58%-555.4pp |
| Employer contribution / active EE | $1,161 | $5,256-77.9% | $4,696-75.3% | $4,876-76.2% |
| Participant deferral / active EE | $6,509 | $6,631-1.8% | $6,247+4.2% | $5,439+19.7% |
| Admin fee / account holder | $28 | $10,906-99.7% | $9,244-99.7% | $10,886-99.7% |