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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 | $20,039 | $150,442-86.7% | $136,295-85.3% | $147,585-86.4% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 25.95% | 1049.09%-1023.1pp | 5155.97%-5130.0pp | 578.56%-552.6pp |
| Employer contribution / active EE | $3,865 | $5,256-26.5% | $4,695-17.7% | $4,876-20.7% |
| Participant deferral / active EE | $6,128 | $6,630-7.6% | $6,247-1.9% | $5,439+12.7% |
| Admin fee / account holder | $49 | $10,905-99.5% | $9,243-99.5% | $10,885-99.5% |