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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 | $26,614 | $202,342-86.8% | $172,752-84.6% | $152,897-82.6% |
| Participation rate | 53.3% | 87.1%-33.7pp | 82.6%-29.3pp | 82.5%-29.1pp |
| Annual return | 21.38% | 1029.83%-1008.4pp | 802.97%-781.6pp | 345.43%-324.0pp |
| Employer contribution / active EE | $1,776 | $5,858-69.7% | $5,144-65.5% | $4,764-62.7% |
| Participant deferral / active EE | $3,099 | $5,948-47.9% | $5,198-40.4% | $5,851-47.0% |
| Admin fee / account holder | $279 | $17,111-98.4% | $13,955-98.0% | $11,599-97.6% |