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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 | $19,341 | $197,625-90.2% | $177,840-89.1% | $158,966-87.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 35.69% | 58.76%-23.1pp | 48.32%-12.6pp | 302.95%-267.3pp |
| Employer contribution / active EE | $4,394 | $6,698-34.4% | $5,919-25.8% | $4,762-7.7% |
| Participant deferral / active EE | $6,779 | $8,405-19.3% | $7,714-12.1% | $5,983+13.3% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |