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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 | $7,835 | $100,938-92.2% | $90,461-91.3% | $158,982-95.1% |
| Participation rate | 29.4% | 75.0%-45.6pp | 72.7%-43.3pp | 82.0%-52.6pp |
| Annual return | 29.14% | 1727.20%-1698.1pp | 1294.76%-1265.6pp | 302.99%-273.8pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,213 | $4,350-72.1% | $3,964-69.4% | $5,983-79.7% |
| Admin fee / account holder | $62 | $6,510-99.1% | $5,617-98.9% | $11,252-99.5% |