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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 | $14,204 | $202,345-93.0% | $172,755-91.8% | $152,885-90.7% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 54.16% | 1029.77%-975.6pp | 802.94%-748.8pp | 345.39%-291.2pp |
| Employer contribution / active EE | $2,665 | $5,858-54.5% | $5,144-48.2% | $4,763-44.1% |
| Participant deferral / active EE | $4,067 | $5,948-31.6% | $5,198-21.8% | $5,851-30.5% |
| Admin fee / account holder | $47 | $17,111-99.7% | $13,955-99.7% | $11,598-99.6% |