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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 | $9,509 | $152,612-93.8% | $125,192-92.4% | $152,897-93.8% |
| Participation rate | 45.5% | 83.3%-37.9pp | 79.8%-34.3pp | 82.5%-37.0pp |
| Annual return | 40.99% | 54.85%-13.9pp | 43.79%-2.8pp | 345.43%-304.4pp |
| Employer contribution / active EE | $1,030 | $4,947-79.2% | $3,866-73.3% | $4,764-78.4% |
| Participant deferral / active EE | $2,358 | $5,868-59.8% | $4,937-52.2% | $5,851-59.7% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |