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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 | $19,224 | $209,428-90.8% | $178,498-89.2% | $158,950-87.9% |
| Participation rate | 58.3% | 86.4%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 31.49% | 188.78%-157.3pp | 151.09%-119.6pp | 302.91%-271.4pp |
| Employer contribution / active EE | $1,240 | $5,707-78.3% | $5,011-75.2% | $4,762-74.0% |
| Participant deferral / active EE | $3,989 | $5,955-33.0% | $5,202-23.3% | $5,983-33.3% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |