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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 | $21,561 | $150,447-85.7% | $136,298-84.2% | $147,586-85.4% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 20.90% | 1049.15%-1028.3pp | 5156.27%-5135.4pp | 578.59%-557.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,941 | $6,631-40.6% | $6,247-36.9% | $5,439-27.5% |
| Admin fee / account holder | $87 | $10,906-99.2% | $9,244-99.1% | $10,886-99.2% |