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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 | $31,416 | $198,462-84.2% | $170,439-81.6% | $147,585-78.7% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 37.10% | 257.30%-220.2pp | 205.94%-168.8pp | 578.58%-541.5pp |
| Employer contribution / active EE | $13,211 | $6,184+113.6% | $5,433+143.2% | $4,876+170.9% |
| Participant deferral / active EE | $6,335 | $5,629+12.5% | $4,939+28.3% | $5,439+16.5% |
| Admin fee / account holder | $94 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |