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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 | $13,522 | $217,427-93.8% | $185,837-92.7% | $167,518-91.9% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 35.09% | 148.39%-113.3pp | 122.08%-87.0pp | 478.71%-443.6pp |
| Employer contribution / active EE | $1,718 | $5,874-70.8% | $5,168-66.8% | $4,838-64.5% |
| Participant deferral / active EE | $3,562 | $6,357-44.0% | $5,568-36.0% | $6,342-43.8% |
| Admin fee / account holder | $61 | $19,816-99.7% | $16,241-99.6% | $12,312-99.5% |