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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 | $7,735 | $106,008-92.7% | $92,240-91.6% | $147,586-94.8% |
| Participation rate | 45.5% | 80.4%-35.0pp | 76.5%-31.0pp | 82.8%-37.4pp |
| Annual return | 37.78% | 50.05%-12.3pp | 176.29%-138.5pp | 578.59%-540.8pp |
| Employer contribution / active EE | $1,507 | $4,333-65.2% | $3,680-59.0% | $4,876-69.1% |
| Participant deferral / active EE | $1,507 | $4,478-66.3% | $3,897-61.3% | $5,439-72.3% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |