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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 | $23,330 | $202,342-88.5% | $172,752-86.5% | $152,897-84.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 29.01% | 1029.83%-1000.8pp | 802.97%-774.0pp | 345.43%-316.4pp |
| Employer contribution / active EE | $1,954 | $5,858-66.6% | $5,144-62.0% | $4,764-59.0% |
| Participant deferral / active EE | $4,569 | $5,948-23.2% | $5,198-12.1% | $5,851-21.9% |
| Admin fee / account holder | $73 | $17,111-99.6% | $13,955-99.5% | $11,599-99.4% |