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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 | $18,914 | $209,425-91.0% | $178,499-89.4% | $158,966-88.1% |
| Participation rate | 36.4% | 86.4%-50.0pp | 81.9%-45.6pp | 82.0%-45.6pp |
| Annual return | 46.87% | 188.80%-141.9pp | 151.10%-104.2pp | 302.95%-256.1pp |
| Employer contribution / active EE | $1,301 | $5,707-77.2% | $5,011-74.0% | $4,762-72.7% |
| Participant deferral / active EE | $2,765 | $5,955-53.6% | $5,202-46.9% | $5,983-53.8% |
| Admin fee / account holder | $99 | $17,078-99.4% | $13,986-99.3% | $11,250-99.1% |