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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 | $22,383 | $202,342-88.9% | $172,753-87.0% | $152,909-85.4% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 18.92% | 1029.88%-1011.0pp | 803.00%-784.1pp | 345.46%-326.5pp |
| Employer contribution / active EE | $1,890 | $5,857-67.7% | $5,144-63.3% | $4,764-60.3% |
| Participant deferral / active EE | $3,556 | $5,948-40.2% | $5,198-31.6% | $5,851-39.2% |
| Admin fee / account holder | $71 | $17,112-99.6% | $13,956-99.5% | $11,601-99.4% |