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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 | $13,142 | $209,422-93.7% | $178,503-92.6% | $158,982-91.7% |
| Participation rate | 69.2% | 86.4%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 29.87% | 188.81%-158.9pp | 151.12%-121.2pp | 302.99%-273.1pp |
| Employer contribution / active EE | $1,207 | $5,707-78.8% | $5,011-75.9% | $4,763-74.6% |
| Participant deferral / active EE | $3,859 | $5,955-35.2% | $5,202-25.8% | $5,983-35.5% |
| Admin fee / account holder | $5 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |