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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 | $19,391 | $209,425-90.7% | $178,499-89.1% | $158,966-87.8% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 23.77% | 188.80%-165.0pp | 151.10%-127.3pp | 302.95%-279.2pp |
| Employer contribution / active EE | $2,949 | $5,707-48.3% | $5,011-41.2% | $4,762-38.1% |
| Participant deferral / active EE | $4,299 | $5,955-27.8% | $5,202-17.4% | $5,983-28.2% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |