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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 | $30,592 | $198,457-84.6% | $170,435-82.1% | $147,586-79.3% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 10.26% | 257.30%-247.0pp | 205.94%-195.7pp | 578.59%-568.3pp |
| Employer contribution / active EE | $3,253 | $6,183-47.4% | $5,432-40.1% | $4,876-33.3% |
| Participant deferral / active EE | $3,907 | $5,629-30.6% | $4,939-20.9% | $5,439-28.2% |
| Admin fee / account holder | $86 | $16,852-99.5% | $13,881-99.4% | $10,886-99.2% |