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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 | $27,753 | $202,342-86.3% | $172,752-83.9% | $152,897-81.8% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 33.08% | 1029.83%-996.7pp | 802.97%-769.9pp | 345.43%-312.4pp |
| Employer contribution / active EE | $1,605 | $5,858-72.6% | $5,144-68.8% | $4,764-66.3% |
| Participant deferral / active EE | $9,230 | $5,948+55.2% | $5,198+77.6% | $5,851+57.7% |
| Admin fee / account holder | $129 | $17,111-99.2% | $13,955-99.1% | $11,599-98.9% |