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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 | $16,475 | $185,225-91.1% | $142,898-88.5% | $167,553-90.2% |
| Participation rate | 50.0% | 78.5%-28.5pp | 72.0%-22.0pp | 82.1%-32.1pp |
| Annual return | 14.90% | 8558.12%-8543.2pp | 5639.64%-5624.7pp | 478.89%-464.0pp |
| Employer contribution / active EE | $1,000 | $5,607-82.2% | $4,146-75.9% | $4,840-79.3% |
| Participant deferral / active EE | $1,000 | $4,496-77.8% | $3,838-73.9% | $6,343-84.2% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,316-100.0% |