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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 | $9,090 | $100,938-91.0% | $90,461-90.0% | $158,982-94.3% |
| Participation rate | 27.8% | 75.0%-47.3pp | 72.7%-44.9pp | 82.0%-54.2pp |
| Annual return | 37.21% | 1727.20%-1690.0pp | 1294.76%-1257.6pp | 302.99%-265.8pp |
| Employer contribution / active EE | $369 | $3,691-90.0% | $3,264-88.7% | $4,763-92.3% |
| Participant deferral / active EE | $844 | $4,350-80.6% | $3,964-78.7% | $5,983-85.9% |
| Admin fee / account holder | $44 | $6,510-99.3% | $5,617-99.2% | $11,252-99.6% |