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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 | $29,924 | $198,461-84.9% | $170,436-82.4% | $147,585-79.7% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 41.78% | 257.30%-215.5pp | 205.94%-164.2pp | 578.57%-536.8pp |
| Employer contribution / active EE | $6,402 | $6,184+3.5% | $5,433+17.9% | $4,876+31.3% |
| Participant deferral / active EE | $5,433 | $5,629-3.5% | $4,939+10.0% | $5,439-0.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |