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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 | $16,153 | $176,688-90.9% | $130,660-87.6% | $152,885-89.4% |
| Participation rate | 12.5% | 79.0%-66.5pp | 71.7%-59.2pp | 82.5%-70.0pp |
| Annual return | 32.32% | 2693.08%-2660.8pp | 1709.29%-1677.0pp | 345.39%-313.1pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,059 | $4,362-75.7% | $3,603-70.6% | $5,851-81.9% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,598-100.0% |