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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 | $92,795 | $418,230-77.8% | $386,303-76.0% | $461,066-79.9% |
| Participation rate | 33.3% | 90.6%-57.3pp | 87.7%-54.4pp | 87.7%-54.3pp |
| Annual return | 34.78% | 213.00%-178.2pp | 210.04%-175.3pp | 484.84%-450.1pp |
| Employer contribution / active EE | $0 | $11,708-100.0% | $10,842-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $10,032-100.0% | $9,137-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $20,326-100.0% | $19,920-100.0% | $28,147-100.0% |