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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 | $26,156 | $202,342-87.1% | $172,752-84.9% | $152,897-82.9% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 20.44% | 1029.83%-1009.4pp | 802.97%-782.5pp | 345.43%-325.0pp |
| Employer contribution / active EE | $1,325 | $5,858-77.4% | $5,144-74.2% | $4,764-72.2% |
| Participant deferral / active EE | $2,458 | $5,948-58.7% | $5,198-52.7% | $5,851-58.0% |
| Admin fee / account holder | $58 | $17,111-99.7% | $13,955-99.6% | $11,599-99.5% |