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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 | $24,798 | $202,342-87.7% | $172,753-85.6% | $152,909-83.8% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 22.40% | 1029.88%-1007.5pp | 803.00%-780.6pp | 345.46%-323.1pp |
| Employer contribution / active EE | $2,011 | $5,857-65.7% | $5,144-60.9% | $4,764-57.8% |
| Participant deferral / active EE | $2,183 | $5,948-63.3% | $5,198-58.0% | $5,851-62.7% |
| Admin fee / account holder | $154 | $17,112-99.1% | $13,956-98.9% | $11,601-98.7% |