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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 | $25,883 | $217,432-88.1% | $185,851-86.1% | $167,553-84.6% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 12.32% | 148.43%-136.1pp | 122.11%-109.8pp | 478.89%-466.6pp |
| Employer contribution / active EE | $1,963 | $5,874-66.6% | $5,168-62.0% | $4,840-59.4% |
| Participant deferral / active EE | $3,858 | $6,357-39.3% | $5,569-30.7% | $6,343-39.2% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |