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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 | $12,655 | $209,422-94.0% | $178,503-92.9% | $158,982-92.0% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 57.59% | 188.81%-131.2pp | 151.12%-93.5pp | 302.99%-245.4pp |
| Employer contribution / active EE | $1,343 | $5,707-76.5% | $5,011-73.2% | $4,763-71.8% |
| Participant deferral / active EE | $6,840 | $5,955+14.9% | $5,202+31.5% | $5,983+14.3% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |