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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 | $5,585 | $198,461-97.2% | $170,436-96.7% | $147,585-96.2% |
| Participation rate | 58.8% | 88.0%-29.1pp | 83.6%-24.8pp | 82.8%-24.0pp |
| Annual return | 22.30% | 257.30%-235.0pp | 205.94%-183.6pp | 578.57%-556.3pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,962 | $5,629-65.2% | $4,939-60.3% | $5,439-63.9% |
| Admin fee / account holder | $230 | $16,852-98.6% | $13,880-98.3% | $10,885-97.9% |