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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 | $9,491 | $202,342-95.3% | $172,753-94.5% | $152,909-93.8% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 17.65% | 1029.88%-1012.2pp | 803.00%-785.4pp | 345.46%-327.8pp |
| Employer contribution / active EE | $1,314 | $5,857-77.6% | $5,144-74.5% | $4,764-72.4% |
| Participant deferral / active EE | $3,689 | $5,948-38.0% | $5,198-29.0% | $5,851-37.0% |
| Admin fee / account holder | $25 | $17,112-99.9% | $13,956-99.8% | $11,601-99.8% |