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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 | $18,191 | $150,447-87.9% | $136,298-86.7% | $147,586-87.7% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 28.63% | 1049.15%-1020.5pp | 5156.27%-5127.6pp | 578.59%-550.0pp |
| Employer contribution / active EE | $2,015 | $5,256-61.7% | $4,696-57.1% | $4,876-58.7% |
| Participant deferral / active EE | $2,200 | $6,631-66.8% | $6,247-64.8% | $5,439-59.5% |
| Admin fee / account holder | $93 | $10,906-99.1% | $9,244-99.0% | $10,886-99.1% |