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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 | $15,592 | $209,425-92.6% | $178,499-91.3% | $158,966-90.2% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 35.43% | 188.80%-153.4pp | 151.10%-115.7pp | 302.95%-267.5pp |
| Employer contribution / active EE | $1,549 | $5,707-72.9% | $5,011-69.1% | $4,762-67.5% |
| Participant deferral / active EE | $2,680 | $5,955-55.0% | $5,202-48.5% | $5,983-55.2% |
| Admin fee / account holder | $88 | $17,078-99.5% | $13,986-99.4% | $11,250-99.2% |