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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 | $14,994 | $226,105-93.4% | $182,540-91.8% | $152,897-90.2% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.0%-22.4pp | 82.5%-26.9pp |
| Annual return | 32.71% | 192.58%-159.9pp | 148.58%-115.9pp | 345.43%-312.7pp |
| Employer contribution / active EE | $881 | $4,978-82.3% | $4,076-78.4% | $4,764-81.5% |
| Participant deferral / active EE | $1,635 | $6,370-74.3% | $5,525-70.4% | $5,851-72.1% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |