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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 | $20,411 | $157,304-87.0% | $141,197-85.5% | $152,909-86.7% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 25.12% | 64.34%-39.2pp | 71.41%-46.3pp | 345.46%-320.3pp |
| Employer contribution / active EE | $1,530 | $5,263-70.9% | $4,736-67.7% | $4,764-67.9% |
| Participant deferral / active EE | $2,860 | $7,111-59.8% | $6,710-57.4% | $5,851-51.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |