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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 | $701 | $81,668-99.1% | $58,507-98.8% | $139,487-99.5% |
| Participation rate | 42.9% | 61.3%-18.5pp | 50.9%-8.0pp | 80.3%-37.5pp |
| Annual return | 100.78% | 7430.07%-7329.3pp | 4252.32%-4151.5pp | 373.84%-273.1pp |
| Employer contribution / active EE | $152 | $1,398-89.1% | $1,053-85.6% | $4,755-96.8% |
| Participant deferral / active EE | $628 | $2,554-75.4% | $1,922-67.3% | $6,713-90.6% |
| Admin fee / account holder | $1 | $3,212-100.0% | $2,486-99.9% | $11,407-100.0% |