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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 | $27,239 | $217,427-87.5% | $185,837-85.3% | $167,518-83.7% |
| Participation rate | 42.9% | 86.0%-43.2pp | 81.7%-38.8pp | 82.1%-39.3pp |
| Annual return | 21.54% | 148.39%-126.9pp | 122.08%-100.5pp | 478.71%-457.2pp |
| Employer contribution / active EE | $1,221 | $5,874-79.2% | $5,168-76.4% | $4,838-74.8% |
| Participant deferral / active EE | $4,887 | $6,357-23.1% | $5,568-12.2% | $6,342-22.9% |
| Admin fee / account holder | $244 | $19,816-98.8% | $16,241-98.5% | $12,312-98.0% |