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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 | $24,570 | $171,867-85.7% | $149,721-83.6% | $147,586-83.4% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 22.70% | 2113.36%-2090.7pp | 1501.67%-1479.0pp | 578.59%-555.9pp |
| Employer contribution / active EE | $2,390 | $6,275-61.9% | $5,444-56.1% | $4,876-51.0% |
| Participant deferral / active EE | $5,892 | $7,270-19.0% | $6,568-10.3% | $5,439+8.3% |
| Admin fee / account holder | $146 | $13,799-98.9% | $11,282-98.7% | $10,886-98.7% |