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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 | $202,342-84.9% | $172,753-82.3% | $152,909-80.0% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 28.72% | 1029.88%-1001.2pp | 803.00%-774.3pp | 345.46%-316.7pp |
| Employer contribution / active EE | $1,365 | $5,857-76.7% | $5,144-73.5% | $4,764-71.3% |
| Participant deferral / active EE | $3,041 | $5,948-48.9% | $5,198-41.5% | $5,851-48.0% |
| Admin fee / account holder | $186 | $17,112-98.9% | $13,956-98.7% | $11,601-98.4% |