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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 | $25,618 | $217,432-88.2% | $185,851-86.2% | $167,553-84.7% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 23.93% | 148.43%-124.5pp | 122.11%-98.2pp | 478.89%-455.0pp |
| Employer contribution / active EE | $2,729 | $5,874-53.5% | $5,168-47.2% | $4,840-43.6% |
| Participant deferral / active EE | $5,868 | $6,357-7.7% | $5,569+5.4% | $6,343-7.5% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |