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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 | $28,602 | $171,867-83.4% | $149,721-80.9% | $147,586-80.6% |
| Participation rate | 60.9% | 88.2%-27.3pp | 87.1%-26.2pp | 82.8%-22.0pp |
| Annual return | 103.08% | 2113.36%-2010.3pp | 1501.67%-1398.6pp | 578.59%-475.5pp |
| Employer contribution / active EE | $2,232 | $6,275-64.4% | $5,444-59.0% | $4,876-54.2% |
| Participant deferral / active EE | $4,315 | $7,270-40.6% | $6,568-34.3% | $5,439-20.7% |
| Admin fee / account holder | $25 | $13,799-99.8% | $11,282-99.8% | $10,886-99.8% |