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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 | $19,581 | $150,447-87.0% | $136,298-85.6% | $147,586-86.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 18.32% | 1049.15%-1030.8pp | 5156.27%-5138.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $1,807 | $5,256-65.6% | $4,696-61.5% | $4,876-62.9% |
| Participant deferral / active EE | $3,333 | $6,631-49.7% | $6,247-46.6% | $5,439-38.7% |
| Admin fee / account holder | $211 | $10,906-98.1% | $9,244-97.7% | $10,886-98.1% |