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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 | $20,109 | $150,445-86.6% | $136,297-85.2% | $147,585-86.4% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 32.93% | 1049.14%-1016.2pp | 5156.16%-5123.2pp | 578.57%-545.6pp |
| Employer contribution / active EE | $1,322 | $5,256-74.9% | $4,696-71.8% | $4,876-72.9% |
| Participant deferral / active EE | $4,547 | $6,631-31.4% | $6,247-27.2% | $5,439-16.4% |
| Admin fee / account holder | $40 | $10,906-99.6% | $9,244-99.6% | $10,885-99.6% |