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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 | $8,384 | $202,342-95.9% | $172,753-95.1% | $152,909-94.5% |
| Participation rate | 68.2% | 87.1%-18.9pp | 82.6%-14.5pp | 82.5%-14.3pp |
| Annual return | 42.42% | 1029.88%-987.5pp | 803.00%-760.6pp | 345.46%-303.0pp |
| Employer contribution / active EE | $1,367 | $5,857-76.7% | $5,144-73.4% | $4,764-71.3% |
| Participant deferral / active EE | $2,563 | $5,948-56.9% | $5,198-50.7% | $5,851-56.2% |
| Admin fee / account holder | $3 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |