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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 | $10,970 | $150,447-92.7% | $136,298-92.0% | $147,586-92.6% |
| Participation rate | 46.2% | 84.4%-38.3pp | 81.9%-35.8pp | 82.8%-36.7pp |
| Annual return | 35.17% | 1049.15%-1014.0pp | 5156.27%-5121.1pp | 578.59%-543.4pp |
| Employer contribution / active EE | $989 | $5,256-81.2% | $4,696-78.9% | $4,876-79.7% |
| Participant deferral / active EE | $2,403 | $6,631-63.8% | $6,247-61.5% | $5,439-55.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |