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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 | $16,421 | $198,457-91.7% | $170,435-90.4% | $147,586-88.9% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 28.38% | 257.30%-228.9pp | 205.94%-177.6pp | 578.59%-550.2pp |
| Employer contribution / active EE | $1,352 | $6,183-78.1% | $5,432-75.1% | $4,876-72.3% |
| Participant deferral / active EE | $4,464 | $5,629-20.7% | $4,939-9.6% | $5,439-17.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |