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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 | $12,584 | $202,342-93.8% | $172,752-92.7% | $152,897-91.8% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 18.22% | 1029.83%-1011.6pp | 802.97%-784.8pp | 345.43%-327.2pp |
| Employer contribution / active EE | $1,433 | $5,858-75.5% | $5,144-72.1% | $4,764-69.9% |
| Participant deferral / active EE | $2,370 | $5,948-60.2% | $5,198-54.4% | $5,851-59.5% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |