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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 | $13,659 | $176,077-92.2% | $159,455-91.4% | $167,518-91.8% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 48.81% | 331.83%-283.0pp | 263.63%-214.8pp | 478.71%-429.9pp |
| Employer contribution / active EE | $5,329 | $5,298+0.6% | $4,830+10.3% | $4,838+10.1% |
| Participant deferral / active EE | $17,011 | $7,751+119.5% | $7,353+131.4% | $6,342+168.2% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |