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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 | $12,533 | $202,345-93.8% | $172,755-92.7% | $152,885-91.8% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 33.20% | 1029.77%-996.6pp | 802.94%-769.7pp | 345.39%-312.2pp |
| Employer contribution / active EE | $2,277 | $5,858-61.1% | $5,144-55.7% | $4,763-52.2% |
| Participant deferral / active EE | $2,430 | $5,948-59.1% | $5,198-53.2% | $5,851-58.5% |
| Admin fee / account holder | $117 | $17,111-99.3% | $13,955-99.2% | $11,598-99.0% |