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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 | $13,153 | $217,432-94.0% | $185,851-92.9% | $167,553-92.1% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 25.17% | 148.43%-123.3pp | 122.11%-96.9pp | 478.89%-453.7pp |
| Employer contribution / active EE | $1,368 | $5,874-76.7% | $5,168-73.5% | $4,840-71.7% |
| Participant deferral / active EE | $3,729 | $6,357-41.3% | $5,569-33.0% | $6,343-41.2% |
| Admin fee / account holder | $149 | $19,820-99.2% | $16,245-99.1% | $12,316-98.8% |