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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 | $1,963 | $156,970-98.7% | $121,210-98.4% | $139,487-98.6% |
| Participation rate | 30.8% | 76.5%-45.7pp | 69.5%-38.8pp | 80.3%-49.6pp |
| Annual return | 35.81% | 1477.10%-1441.3pp | 987.41%-951.6pp | 373.84%-338.0pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $580 | $4,849-88.0% | $4,084-85.8% | $6,713-91.4% |
| Admin fee / account holder | $208 | $6,947-97.0% | $5,647-96.3% | $11,407-98.2% |