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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 | $24,307 | $198,457-87.8% | $170,435-85.7% | $147,586-83.5% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 17.47% | 257.30%-239.8pp | 205.94%-188.5pp | 578.59%-561.1pp |
| Employer contribution / active EE | $2,607 | $6,183-57.8% | $5,432-52.0% | $4,876-46.5% |
| Participant deferral / active EE | $4,209 | $5,629-25.2% | $4,939-14.8% | $5,439-22.6% |
| Admin fee / account holder | $78 | $16,852-99.5% | $13,881-99.4% | $10,886-99.3% |