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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 | $14,613 | $150,446-90.3% | $136,297-89.3% | $147,585-90.1% |
| Participation rate | 69.6% | 84.4%-14.9pp | 81.9%-12.4pp | 82.8%-13.3pp |
| Annual return | 18.28% | 1049.14%-1030.9pp | 5156.19%-5137.9pp | 578.58%-560.3pp |
| Employer contribution / active EE | $2,020 | $5,256-61.6% | $4,696-57.0% | $4,876-58.6% |
| Participant deferral / active EE | $2,984 | $6,631-55.0% | $6,247-52.2% | $5,439-45.1% |
| Admin fee / account holder | $252 | $10,906-97.7% | $9,244-97.3% | $10,886-97.7% |