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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 | $3,345 | $106,008-96.8% | $92,240-96.4% | $147,586-97.7% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 40.78% | 50.05%-9.3pp | 176.29%-135.5pp | 578.59%-537.8pp |
| Employer contribution / active EE | $822 | $4,333-81.0% | $3,680-77.7% | $4,876-83.1% |
| Participant deferral / active EE | $1,383 | $4,478-69.1% | $3,897-64.5% | $5,439-74.6% |
| Admin fee / account holder | $5 | $6,333-99.9% | $5,194-99.9% | $10,886-100.0% |