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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 | $28,450 | $202,342-85.9% | $172,752-83.5% | $152,897-81.4% |
| Participation rate | 45.5% | 87.1%-41.6pp | 82.6%-37.2pp | 82.5%-37.0pp |
| Annual return | 30.65% | 1029.83%-999.2pp | 802.97%-772.3pp | 345.43%-314.8pp |
| Employer contribution / active EE | $2,052 | $5,858-65.0% | $5,144-60.1% | $4,764-56.9% |
| Participant deferral / active EE | $4,307 | $5,948-27.6% | $5,198-17.1% | $5,851-26.4% |
| Admin fee / account holder | $65 | $17,111-99.6% | $13,955-99.5% | $11,599-99.4% |