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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 | $16,632 | $202,342-91.8% | $172,752-90.4% | $152,897-89.1% |
| Participation rate | 58.8% | 87.1%-28.2pp | 82.6%-23.8pp | 82.5%-23.6pp |
| Annual return | 106.58% | 1029.83%-923.2pp | 802.97%-696.4pp | 345.43%-238.8pp |
| Employer contribution / active EE | $2,780 | $5,858-52.5% | $5,144-46.0% | $4,764-41.6% |
| Participant deferral / active EE | $6,697 | $5,948+12.6% | $5,198+28.8% | $5,851+14.5% |
| Admin fee / account holder | $54 | $17,111-99.7% | $13,955-99.6% | $11,599-99.5% |