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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 | $16,187 | $175,259-90.8% | $149,723-89.2% | $139,487-88.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 20.48% | 166.82%-146.3pp | 134.50%-114.0pp | 373.84%-353.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,011 | $6,522-53.8% | $5,682-47.0% | $6,713-55.1% |
| Admin fee / account holder | $109 | $16,158-99.3% | $13,215-99.2% | $11,407-99.0% |