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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 | $11,207 | $99,011-88.7% | $86,582-87.1% | $147,586-92.4% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 36.32% | 1312.75%-1276.4pp | 965.08%-928.8pp | 578.59%-542.3pp |
| Employer contribution / active EE | $862 | $3,132-72.5% | $2,839-69.6% | $4,876-82.3% |
| Participant deferral / active EE | $4,049 | $3,972+1.9% | $3,609+12.2% | $5,439-25.5% |
| Admin fee / account holder | $5 | $5,709-99.9% | $4,904-99.9% | $10,886-100.0% |