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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 | $8,829 | $108,701-91.9% | $74,723-88.2% | $152,909-94.2% |
| Participation rate | 44.4% | 65.4%-20.9pp | 54.5%-10.0pp | 82.5%-38.0pp |
| Annual return | 32.69% | 114.12%-81.4pp | 753.18%-720.5pp | 345.46%-312.8pp |
| Employer contribution / active EE | $989 | $1,504-34.3% | $1,084-8.8% | $4,764-79.2% |
| Participant deferral / active EE | $1,242 | $2,709-54.2% | $1,962-36.7% | $5,851-78.8% |
| Admin fee / account holder | $28 | $4,906-99.4% | $3,335-99.2% | $11,601-99.8% |