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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 | $15,121 | $209,425-92.8% | $178,499-91.5% | $158,966-90.5% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 101.54% | 188.80%-87.3pp | 151.10%-49.6pp | 302.95%-201.4pp |
| Employer contribution / active EE | $1,353 | $5,707-76.3% | $5,011-73.0% | $4,762-71.6% |
| Participant deferral / active EE | $4,921 | $5,955-17.4% | $5,202-5.4% | $5,983-17.7% |
| Admin fee / account holder | $62 | $17,078-99.6% | $13,986-99.6% | $11,250-99.4% |