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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 | $21,813 | $209,425-89.6% | $178,499-87.8% | $158,966-86.3% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 42.28% | 188.80%-146.5pp | 151.10%-108.8pp | 302.95%-260.7pp |
| Employer contribution / active EE | $1,524 | $5,707-73.3% | $5,011-69.6% | $4,762-68.0% |
| Participant deferral / active EE | $3,399 | $5,955-42.9% | $5,202-34.7% | $5,983-43.2% |
| Admin fee / account holder | $248 | $17,078-98.5% | $13,986-98.2% | $11,250-97.8% |