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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 | $10,297 | $97,732-89.5% | $83,831-87.7% | $135,380-92.4% |
| Participation rate | 47.8% | 80.0%-32.1pp | 76.1%-28.3pp | 82.6%-34.8pp |
| Annual return | 403.47% | 1287.56%-884.1pp | 850.99%-447.5pp | 519.81%-116.3pp |
| Employer contribution / active EE | $1,125 | $4,222-73.4% | $3,631-69.0% | $4,779-76.5% |
| Participant deferral / active EE | $2,271 | $4,683-51.5% | $4,082-44.4% | $5,609-59.5% |
| Admin fee / account holder | $57 | $6,675-99.1% | $5,479-99.0% | $10,828-99.5% |