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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 | $14,217 | $99,652-85.7% | $78,778-82.0% | $147,586-90.4% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.2%-69.2pp | 82.8%-82.8pp |
| Annual return | 141.24% | 47.28%+94.0pp | 35.62%+105.6pp | 578.59%-437.4pp |
| Employer contribution / active EE | $1,861 | $2,796-33.4% | $1,986-6.3% | $4,876-61.8% |
| Participant deferral / active EE | $6,970 | $3,664+90.2% | $2,958+135.6% | $5,439+28.1% |
| Admin fee / account holder | $140 | $7,155-98.0% | $5,134-97.3% | $10,886-98.7% |