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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 | $13,117 | $106,005-87.6% | $92,239-85.8% | $147,585-91.1% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 93.32% | 50.05%+43.3pp | 176.29%-83.0pp | 578.58%-485.3pp |
| Employer contribution / active EE | $2,785 | $4,333-35.7% | $3,680-24.3% | $4,876-42.9% |
| Participant deferral / active EE | $15,663 | $4,478+249.7% | $3,897+301.9% | $5,439+188.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |