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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 | $10,709 | $217,427-95.1% | $185,837-94.2% | $167,518-93.6% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 60.19% | 148.39%-88.2pp | 122.08%-61.9pp | 478.71%-418.5pp |
| Employer contribution / active EE | $1,593 | $5,874-72.9% | $5,168-69.2% | $4,838-67.1% |
| Participant deferral / active EE | $3,171 | $6,357-50.1% | $5,568-43.1% | $6,342-50.0% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |