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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 | $29,830 | $209,840-85.8% | $189,517-84.3% | $167,497-82.2% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 10.48% | 748.35%-737.9pp | 555.19%-544.7pp | 478.62%-468.1pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,800 | $8,935-23.9% | $8,221-17.3% | $6,341+7.2% |
| Admin fee / account holder | $0 | $14,294-100.0% | $12,045-100.0% | $12,310-100.0% |