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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 | $8,033 | $202,342-96.0% | $172,753-95.3% | $152,909-94.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 25.51% | 1029.88%-1004.4pp | 803.00%-777.5pp | 345.46%-320.0pp |
| Employer contribution / active EE | $1,906 | $5,857-67.5% | $5,144-62.9% | $4,764-60.0% |
| Participant deferral / active EE | $2,250 | $5,948-62.2% | $5,198-56.7% | $5,851-61.5% |
| Admin fee / account holder | $134 | $17,112-99.2% | $13,956-99.0% | $11,601-98.8% |