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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 | $21,471 | $209,422-89.7% | $178,503-88.0% | $158,982-86.5% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 88.52% | 188.81%-100.3pp | 151.12%-62.6pp | 302.99%-214.5pp |
| Employer contribution / active EE | $1,908 | $5,707-66.6% | $5,011-61.9% | $4,763-59.9% |
| Participant deferral / active EE | $4,969 | $5,955-16.6% | $5,202-4.5% | $5,983-17.0% |
| Admin fee / account holder | $87 | $17,079-99.5% | $13,987-99.4% | $11,252-99.2% |