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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 | $25,041 | $198,457-87.4% | $170,435-85.3% | $147,586-83.0% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 33.10% | 257.30%-224.2pp | 205.94%-172.8pp | 578.59%-545.5pp |
| Employer contribution / active EE | $1,473 | $6,183-76.2% | $5,432-72.9% | $4,876-69.8% |
| Participant deferral / active EE | $4,719 | $5,629-16.2% | $4,939-4.5% | $5,439-13.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |