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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 | $17,186 | $150,447-88.6% | $136,298-87.4% | $147,586-88.4% |
| Participation rate | 68.4% | 84.4%-16.0pp | 81.9%-13.5pp | 82.8%-14.4pp |
| Annual return | 28.59% | 1049.15%-1020.6pp | 5156.27%-5127.7pp | 578.59%-550.0pp |
| Employer contribution / active EE | $2,373 | $5,256-54.9% | $4,696-49.5% | $4,876-51.3% |
| Participant deferral / active EE | $4,983 | $6,631-24.8% | $6,247-20.2% | $5,439-8.4% |
| Admin fee / account holder | $230 | $10,906-97.9% | $9,244-97.5% | $10,886-97.9% |