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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 | $209,422-87.8% | $178,503-85.7% | $158,982-84.0% |
| Participation rate | 56.3% | 86.4%-30.1pp | 81.9%-25.7pp | 82.0%-25.7pp |
| Annual return | 20.66% | 188.81%-168.1pp | 151.12%-130.5pp | 302.99%-282.3pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,189 | $5,955-63.2% | $5,202-57.9% | $5,983-63.4% |
| Admin fee / account holder | $18 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |