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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 | $20,882 | $202,342-89.7% | $172,752-87.9% | $152,897-86.3% |
| Participation rate | 61.1% | 87.1%-25.9pp | 82.6%-21.5pp | 82.5%-21.3pp |
| Annual return | 290.49% | 1029.83%-739.3pp | 802.97%-512.5pp | 345.43%-54.9pp |
| Employer contribution / active EE | $1,631 | $5,858-72.2% | $5,144-68.3% | $4,764-65.8% |
| Participant deferral / active EE | $4,457 | $5,948-25.1% | $5,198-14.2% | $5,851-23.8% |
| Admin fee / account holder | $148 | $17,111-99.1% | $13,955-98.9% | $11,599-98.7% |