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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 | $7,201 | $176,688-95.9% | $130,660-94.5% | $152,897-95.3% |
| Participation rate | 42.9% | 79.0%-36.1pp | 71.7%-28.9pp | 82.5%-39.6pp |
| Annual return | 101.05% | 2693.08%-2592.0pp | 1709.29%-1608.2pp | 345.43%-244.4pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,592 | $4,362-40.6% | $3,603-28.1% | $5,851-55.7% |
| Admin fee / account holder | $1 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |