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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 | $29,456 | $209,888-86.0% | $189,545-84.5% | $167,553-82.4% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 37.20% | 748.66%-711.5pp | 555.36%-518.2pp | 478.89%-441.7pp |
| Employer contribution / active EE | $1,653 | $6,915-76.1% | $6,162-73.2% | $4,840-65.8% |
| Participant deferral / active EE | $6,866 | $8,934-23.1% | $8,220-16.5% | $6,343+8.3% |
| Admin fee / account holder | $300 | $14,300-97.9% | $12,049-97.5% | $12,316-97.6% |