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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 | $13,508 | $150,447-91.0% | $136,298-90.1% | $147,586-90.8% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 168.81% | 1049.15%-880.3pp | 5156.27%-4987.5pp | 578.59%-409.8pp |
| Employer contribution / active EE | $1,041 | $5,256-80.2% | $4,696-77.8% | $4,876-78.7% |
| Participant deferral / active EE | $5,033 | $6,631-24.1% | $6,247-19.4% | $5,439-7.5% |
| Admin fee / account holder | $33 | $10,906-99.7% | $9,244-99.6% | $10,886-99.7% |