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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 | $25,475 | $209,405-87.8% | $178,486-85.7% | $158,931-84.0% |
| Participation rate | 56.3% | 86.4%-30.1pp | 81.9%-25.7pp | 82.0%-25.7pp |
| Annual return | 20.66% | 188.77%-168.1pp | 151.08%-130.4pp | 302.86%-282.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,189 | $5,954-63.2% | $5,202-57.9% | $5,982-63.4% |
| Admin fee / account holder | $18 | $17,076-99.9% | $13,985-99.9% | $11,247-99.8% |