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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 | $13,698 | $175,231-92.2% | $149,696-90.8% | $139,466-90.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 1299.15% | 166.77%+1132.4pp | 134.46%+1164.7pp | 373.66%+925.5pp |
| Employer contribution / active EE | $1,191 | $5,478-78.3% | $4,821-75.3% | $4,754-74.9% |
| Participant deferral / active EE | $6,980 | $6,521+7.0% | $5,682+22.8% | $6,712+4.0% |
| Admin fee / account holder | $131 | $16,155-99.2% | $13,212-99.0% | $11,409-98.8% |