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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 | $12,702 | $202,342-93.7% | $172,752-92.6% | $152,897-91.7% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 40.89% | 1029.83%-988.9pp | 802.97%-762.1pp | 345.43%-304.5pp |
| Employer contribution / active EE | $1,455 | $5,858-75.2% | $5,144-71.7% | $4,764-69.5% |
| Participant deferral / active EE | $4,008 | $5,948-32.6% | $5,198-22.9% | $5,851-31.5% |
| Admin fee / account holder | $115 | $17,111-99.3% | $13,955-99.2% | $11,599-99.0% |