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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 | $18,100 | $138,076-86.9% | $123,553-85.4% | $135,380-86.6% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | 134.53% | 153.70%-19.2pp | 119.21%+15.3pp | 519.81%-385.3pp |
| Employer contribution / active EE | $7,157 | $5,152+38.9% | $4,628+54.6% | $4,779+49.8% |
| Participant deferral / active EE | $6,185 | $6,800-9.0% | $6,426-3.8% | $5,609+10.3% |
| Admin fee / account holder | $13 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |