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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 | $6,487 | $102,663-93.7% | $86,216-92.5% | $139,466-95.3% |
| Participation rate | 18.8% | 74.5%-55.8pp | 69.0%-50.2pp | 80.3%-61.6pp |
| Annual return | 231.09% | 1924.52%-1693.4pp | 1169.42%-938.3pp | 373.66%-142.6pp |
| Employer contribution / active EE | $1,075 | $3,035-64.6% | $2,382-54.9% | $4,754-77.4% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $28 | $8,663-99.7% | $6,853-99.6% | $11,409-99.8% |