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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 | $22,081 | $171,867-87.2% | $149,721-85.3% | $147,586-85.0% |
| Participation rate | 37.5% | 88.2%-50.7pp | 87.1%-49.6pp | 82.8%-45.3pp |
| Annual return | 17.77% | 2113.36%-2095.6pp | 1501.67%-1483.9pp | 578.59%-560.8pp |
| Employer contribution / active EE | $1,443 | $6,275-77.0% | $5,444-73.5% | $4,876-70.4% |
| Participant deferral / active EE | $2,917 | $7,270-59.9% | $6,568-55.6% | $5,439-46.4% |
| Admin fee / account holder | $196 | $13,799-98.6% | $11,282-98.3% | $10,886-98.2% |