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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 | $29,511 | $202,342-85.4% | $172,752-82.9% | $152,897-80.7% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 23.69% | 1029.83%-1006.1pp | 802.97%-779.3pp | 345.43%-321.7pp |
| Employer contribution / active EE | $1,979 | $5,858-66.2% | $5,144-61.5% | $4,764-58.5% |
| Participant deferral / active EE | $2,346 | $5,948-60.6% | $5,198-54.9% | $5,851-59.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |