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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 | $9,802 | $150,447-93.5% | $136,298-92.8% | $147,586-93.4% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 80.55% | 1049.15%-968.6pp | 5156.27%-5075.7pp | 578.59%-498.0pp |
| Employer contribution / active EE | $2,256 | $5,256-57.1% | $4,696-51.9% | $4,876-53.7% |
| Participant deferral / active EE | $4,396 | $6,631-33.7% | $6,247-29.6% | $5,439-19.2% |
| Admin fee / account holder | $99 | $10,906-99.1% | $9,244-98.9% | $10,886-99.1% |