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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 | $21,990 | $198,457-88.9% | $170,435-87.1% | $147,586-85.1% |
| Participation rate | 58.3% | 88.0%-29.6pp | 83.6%-25.3pp | 82.8%-24.5pp |
| Annual return | 13.66% | 257.30%-243.6pp | 205.94%-192.3pp | 578.59%-564.9pp |
| Employer contribution / active EE | $2,091 | $6,183-66.2% | $5,432-61.5% | $4,876-57.1% |
| Participant deferral / active EE | $4,899 | $5,629-13.0% | $4,939-0.8% | $5,439-9.9% |
| Admin fee / account holder | $72 | $16,852-99.6% | $13,881-99.5% | $10,886-99.3% |