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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 | $14,128 | $176,688-92.0% | $130,660-89.2% | $152,897-90.8% |
| Participation rate | 21.7% | 79.0%-57.2pp | 71.7%-50.0pp | 82.5%-60.7pp |
| Annual return | 26.66% | 2693.08%-2666.4pp | 1709.29%-1682.6pp | 345.43%-318.8pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $325 | $4,362-92.6% | $3,603-91.0% | $5,851-94.4% |
| Admin fee / account holder | $250 | $7,131-96.5% | $5,463-95.4% | $11,599-97.8% |