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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 | $22,114 | $150,442-85.3% | $136,295-83.8% | $147,585-85.0% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 55.64% | 1049.09%-993.5pp | 5155.97%-5100.3pp | 578.56%-522.9pp |
| Employer contribution / active EE | $1,408 | $5,256-73.2% | $4,695-70.0% | $4,876-71.1% |
| Participant deferral / active EE | $4,000 | $6,630-39.7% | $6,247-36.0% | $5,439-26.4% |
| Admin fee / account holder | $60 | $10,905-99.4% | $9,243-99.4% | $10,885-99.4% |