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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 | $18,843 | $150,446-87.5% | $136,297-86.2% | $147,585-87.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 49.61% | 1049.14%-999.5pp | 5156.19%-5106.6pp | 578.58%-529.0pp |
| Employer contribution / active EE | $2,047 | $5,256-61.1% | $4,696-56.4% | $4,876-58.0% |
| Participant deferral / active EE | $7,064 | $6,631+6.5% | $6,247+13.1% | $5,439+29.9% |
| Admin fee / account holder | $66 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |