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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 | $15,753 | $202,342-92.2% | $172,752-90.9% | $152,897-89.7% |
| Participation rate | 53.8% | 87.1%-33.2pp | 82.6%-28.8pp | 82.5%-28.6pp |
| Annual return | 22.15% | 1029.83%-1007.7pp | 802.97%-780.8pp | 345.43%-323.3pp |
| Employer contribution / active EE | $1,370 | $5,858-76.6% | $5,144-73.4% | $4,764-71.2% |
| Participant deferral / active EE | $4,815 | $5,948-19.1% | $5,198-7.4% | $5,851-17.7% |
| Admin fee / account holder | $59 | $17,111-99.7% | $13,955-99.6% | $11,599-99.5% |