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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 | $18,555 | $209,428-91.1% | $178,498-89.6% | $158,950-88.3% |
| Participation rate | 60.9% | 86.4%-25.5pp | 81.9%-21.1pp | 82.0%-21.1pp |
| Annual return | 29.07% | 188.78%-159.7pp | 151.09%-122.0pp | 302.91%-273.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,898 | $5,955-17.8% | $5,202-5.8% | $5,983-18.1% |
| Admin fee / account holder | $186 | $17,077-98.9% | $13,985-98.7% | $11,248-98.3% |