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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 | $15,452 | $150,447-89.7% | $136,298-88.7% | $147,586-89.5% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 25.26% | 1049.15%-1023.9pp | 5156.27%-5131.0pp | 578.59%-553.3pp |
| Employer contribution / active EE | $997 | $5,256-81.0% | $4,696-78.8% | $4,876-79.6% |
| Participant deferral / active EE | $2,955 | $6,631-55.4% | $6,247-52.7% | $5,439-45.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |