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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 | $17,619 | $209,425-91.6% | $178,499-90.1% | $158,966-88.9% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 49.99% | 188.80%-138.8pp | 151.10%-101.1pp | 302.95%-253.0pp |
| Employer contribution / active EE | $2,155 | $5,707-62.2% | $5,011-57.0% | $4,762-54.8% |
| Participant deferral / active EE | $6,656 | $5,955+11.8% | $5,202+27.9% | $5,983+11.2% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |