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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 | $14,149 | $209,422-93.2% | $178,503-92.1% | $158,982-91.1% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 146.23% | 188.81%-42.6pp | 151.12%-4.9pp | 302.99%-156.8pp |
| Employer contribution / active EE | $2,013 | $5,707-64.7% | $5,011-59.8% | $4,763-57.7% |
| Participant deferral / active EE | $8,667 | $5,955+45.5% | $5,202+66.6% | $5,983+44.8% |
| Admin fee / account holder | $104 | $17,079-99.4% | $13,987-99.3% | $11,252-99.1% |