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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 | $14,349 | $183,988-92.2% | $162,177-91.2% | $152,897-90.6% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.5%-20.0pp |
| Annual return | 44.73% | 150.79%-106.1pp | 115.60%-70.9pp | 345.43%-300.7pp |
| Employer contribution / active EE | $3,031 | $6,370-52.4% | $5,613-46.0% | $4,764-36.4% |
| Participant deferral / active EE | $4,733 | $8,032-41.1% | $7,297-35.1% | $5,851-19.1% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |