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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 | $20,009 | $198,457-89.9% | $170,435-88.3% | $147,586-86.4% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 15.36% | 257.30%-241.9pp | 205.94%-190.6pp | 578.59%-563.2pp |
| Employer contribution / active EE | $4,045 | $6,183-34.6% | $5,432-25.5% | $4,876-17.1% |
| Participant deferral / active EE | $4,185 | $5,629-25.7% | $4,939-15.3% | $5,439-23.1% |
| Admin fee / account holder | $115 | $16,852-99.3% | $13,881-99.2% | $10,886-98.9% |