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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 | $21,223 | $157,296-86.5% | $141,191-85.0% | $152,897-86.1% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 54.03% | 64.34%-10.3pp | 71.41%-17.4pp | 345.43%-291.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,605 | $7,111+35.1% | $6,710+43.1% | $5,851+64.2% |
| Admin fee / account holder | $38 | $12,125-99.7% | $10,264-99.6% | $11,599-99.7% |