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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 | $10,314 | $209,422-95.1% | $178,503-94.2% | $158,982-93.5% |
| Participation rate | 61.5% | 86.4%-24.8pp | 81.9%-20.4pp | 82.0%-20.4pp |
| Annual return | 30.57% | 188.81%-158.2pp | 151.12%-120.5pp | 302.99%-272.4pp |
| Employer contribution / active EE | $1,168 | $5,707-79.5% | $5,011-76.7% | $4,763-75.5% |
| Participant deferral / active EE | $2,608 | $5,955-56.2% | $5,202-49.9% | $5,983-56.4% |
| Admin fee / account holder | $102 | $17,079-99.4% | $13,987-99.3% | $11,252-99.1% |