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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 | $17,996 | $175,259-89.7% | $149,723-88.0% | $139,487-87.1% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 84.11% | 166.82%-82.7pp | 134.50%-50.4pp | 373.84%-289.7pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,098 | $6,522-67.8% | $5,682-63.1% | $6,713-68.7% |
| Admin fee / account holder | $16 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |