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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 | $20,958 | $150,445-86.1% | $136,297-84.6% | $147,585-85.8% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 19.46% | 1049.14%-1029.7pp | 5156.16%-5136.7pp | 578.57%-559.1pp |
| Employer contribution / active EE | $1,818 | $5,256-65.4% | $4,696-61.3% | $4,876-62.7% |
| Participant deferral / active EE | $3,762 | $6,631-43.3% | $6,247-39.8% | $5,439-30.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |