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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 | $26,749 | $202,342-86.8% | $172,752-84.5% | $152,897-82.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 60.44% | 1029.83%-969.4pp | 802.97%-742.5pp | 345.43%-285.0pp |
| Employer contribution / active EE | $1,604 | $5,858-72.6% | $5,144-68.8% | $4,764-66.3% |
| Participant deferral / active EE | $8,795 | $5,948+47.9% | $5,198+69.2% | $5,851+50.3% |
| Admin fee / account holder | $145 | $17,111-99.2% | $13,955-99.0% | $11,599-98.7% |