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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 | $202,345-95.3% | $172,755-94.5% | $152,885-93.8% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 17.65% | 1029.77%-1012.1pp | 802.94%-785.3pp | 345.39%-327.7pp |
| Employer contribution / active EE | $1,314 | $5,858-77.6% | $5,144-74.5% | $4,763-72.4% |
| Participant deferral / active EE | $3,689 | $5,948-38.0% | $5,198-29.0% | $5,851-36.9% |
| Admin fee / account holder | $25 | $17,111-99.9% | $13,955-99.8% | $11,598-99.8% |