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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 | $16,035 | $150,447-89.3% | $136,298-88.2% | $147,586-89.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 20.23% | 1049.15%-1028.9pp | 5156.27%-5136.0pp | 578.59%-558.4pp |
| Employer contribution / active EE | $1,282 | $5,256-75.6% | $4,696-72.7% | $4,876-73.7% |
| Participant deferral / active EE | $2,175 | $6,631-67.2% | $6,247-65.2% | $5,439-60.0% |
| Admin fee / account holder | $92 | $10,906-99.2% | $9,244-99.0% | $10,886-99.2% |