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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 | $22,045 | $202,342-89.1% | $172,752-87.2% | $152,897-85.6% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.5%-57.5pp |
| Annual return | 27.30% | 1029.83%-1002.5pp | 802.97%-775.7pp | 345.43%-318.1pp |
| Employer contribution / active EE | $5,008 | $5,858-14.5% | $5,144-2.7% | $4,764+5.1% |
| Participant deferral / active EE | $2,110 | $5,948-64.5% | $5,198-59.4% | $5,851-63.9% |
| Admin fee / account holder | $210 | $17,111-98.8% | $13,955-98.5% | $11,599-98.2% |