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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 | $17,289 | $202,342-91.5% | $172,752-90.0% | $152,897-88.7% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 32.28% | 1029.83%-997.5pp | 802.97%-770.7pp | 345.43%-313.1pp |
| Employer contribution / active EE | $2,339 | $5,858-60.1% | $5,144-54.5% | $4,764-50.9% |
| Participant deferral / active EE | $6,056 | $5,948+1.8% | $5,198+16.5% | $5,851+3.5% |
| Admin fee / account holder | $228 | $17,111-98.7% | $13,955-98.4% | $11,599-98.0% |