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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 | $12,829 | $175,231-92.7% | $149,696-91.4% | $139,466-90.8% |
| Participation rate | 40.9% | 83.4%-42.5pp | 78.8%-37.9pp | 80.3%-39.4pp |
| Annual return | 49.85% | 166.77%-116.9pp | 134.46%-84.6pp | 373.66%-323.8pp |
| Employer contribution / active EE | $1,499 | $5,478-72.6% | $4,821-68.9% | $4,754-68.5% |
| Participant deferral / active EE | $3,156 | $6,521-51.6% | $5,682-44.4% | $6,712-53.0% |
| Admin fee / account holder | $221 | $16,155-98.6% | $13,212-98.3% | $11,409-98.1% |