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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 | $20,118 | $150,446-86.6% | $136,297-85.2% | $147,585-86.4% |
| Participation rate | 36.8% | 84.4%-47.6pp | 81.9%-45.1pp | 82.8%-46.0pp |
| Annual return | 43.05% | 1049.14%-1006.1pp | 5156.19%-5113.1pp | 578.58%-535.5pp |
| Employer contribution / active EE | $1,626 | $5,256-69.1% | $4,696-65.4% | $4,876-66.7% |
| Participant deferral / active EE | $2,693 | $6,631-59.4% | $6,247-56.9% | $5,439-50.5% |
| Admin fee / account holder | $168 | $10,906-98.5% | $9,244-98.2% | $10,886-98.5% |