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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 | $157,826 | $326,582-51.7% | $319,634-50.6% | $254,173-37.9% |
| Participation rate | 63.6% | 34.7%+29.0pp | 27.6%+36.0pp | 43.0%+20.6pp |
| Annual return | 13.33% | 204.13%-190.8pp | 175.18%-161.9pp | 259.17%-245.8pp |
| Employer contribution / active EE | $0 | $43,384-100.0% | $38,590-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,517-100.0% | $3,298-100.0% | $21,502-100.0% |