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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 | $15,711 | $171,867-90.9% | $149,721-89.5% | $147,586-89.4% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 16.70% | 2113.36%-2096.7pp | 1501.67%-1485.0pp | 578.59%-561.9pp |
| Employer contribution / active EE | $1,507 | $6,275-76.0% | $5,444-72.3% | $4,876-69.1% |
| Participant deferral / active EE | $3,315 | $7,270-54.4% | $6,568-49.5% | $5,439-39.0% |
| Admin fee / account holder | $44 | $13,799-99.7% | $11,282-99.6% | $10,886-99.6% |