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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 | $30,546 | $202,326-84.9% | $172,745-82.3% | $152,870-80.0% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.4%-25.3pp |
| Annual return | 28.72% | 1029.72%-1001.0pp | 802.90%-774.2pp | 345.34%-316.6pp |
| Employer contribution / active EE | $1,365 | $5,858-76.7% | $5,144-73.5% | $4,763-71.3% |
| Participant deferral / active EE | $3,041 | $5,948-48.9% | $5,197-41.5% | $5,850-48.0% |
| Admin fee / account holder | $186 | $17,110-98.9% | $13,954-98.7% | $11,597-98.4% |