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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 | $25,807 | $209,422-87.7% | $178,503-85.5% | $158,982-83.8% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 22.36% | 188.81%-166.4pp | 151.12%-128.8pp | 302.99%-280.6pp |
| Employer contribution / active EE | $1,880 | $5,707-67.1% | $5,011-62.5% | $4,763-60.5% |
| Participant deferral / active EE | $6,048 | $5,955+1.6% | $5,202+16.2% | $5,983+1.1% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |