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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 | $27,000 | $171,867-84.3% | $149,721-82.0% | $147,586-81.7% |
| Participation rate | 69.2% | 88.2%-19.0pp | 87.1%-17.8pp | 82.8%-13.6pp |
| Annual return | 28.14% | 2113.36%-2085.2pp | 1501.67%-1473.5pp | 578.59%-550.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,232 | $7,270-0.5% | $6,568+10.1% | $5,439+33.0% |
| Admin fee / account holder | $75 | $13,799-99.5% | $11,282-99.3% | $10,886-99.3% |