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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 | $18,673 | $176,688-89.4% | $130,660-85.7% | $152,909-87.8% |
| Participation rate | 61.5% | 79.0%-17.4pp | 71.7%-10.2pp | 82.5%-20.9pp |
| Annual return | 34.19% | 2693.08%-2658.9pp | 1709.29%-1675.1pp | 345.46%-311.3pp |
| Employer contribution / active EE | $1,928 | $5,743-66.4% | $4,092-52.9% | $4,764-59.5% |
| Participant deferral / active EE | $3,508 | $4,362-19.6% | $3,603-2.6% | $5,851-40.0% |
| Admin fee / account holder | $226 | $7,131-96.8% | $5,463-95.9% | $11,601-98.1% |