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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 | $31,735 | $198,457-84.0% | $170,435-81.4% | $147,586-78.5% |
| Participation rate | 41.7% | 88.0%-46.3pp | 83.6%-41.9pp | 82.8%-41.2pp |
| Annual return | 10.87% | 257.30%-246.4pp | 205.94%-195.1pp | 578.59%-567.7pp |
| Employer contribution / active EE | $2,397 | $6,183-61.2% | $5,432-55.9% | $4,876-50.8% |
| Participant deferral / active EE | $5,178 | $5,629-8.0% | $4,939+4.8% | $5,439-4.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |