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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 | $27,846 | $209,425-86.7% | $178,499-84.4% | $158,966-82.5% |
| Participation rate | 61.5% | 86.4%-24.8pp | 81.9%-20.4pp | 82.0%-20.4pp |
| Annual return | 18.29% | 188.80%-170.5pp | 151.10%-132.8pp | 302.95%-284.7pp |
| Employer contribution / active EE | $1,256 | $5,707-78.0% | $5,011-74.9% | $4,762-73.6% |
| Participant deferral / active EE | $5,172 | $5,955-13.1% | $5,202-0.6% | $5,983-13.6% |
| Admin fee / account holder | $222 | $17,078-98.7% | $13,986-98.4% | $11,250-98.0% |