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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 | $19,814 | $202,342-90.2% | $172,752-88.5% | $152,897-87.0% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.5%-20.9pp |
| Annual return | 45.98% | 1029.83%-983.8pp | 802.97%-757.0pp | 345.43%-299.4pp |
| Employer contribution / active EE | $1,719 | $5,858-70.7% | $5,144-66.6% | $4,764-63.9% |
| Participant deferral / active EE | $5,223 | $5,948-12.2% | $5,198+0.5% | $5,851-10.7% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |