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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 | $7,629 | $150,447-94.9% | $136,298-94.4% | $147,586-94.8% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 34.46% | 1049.15%-1014.7pp | 5156.27%-5121.8pp | 578.59%-544.1pp |
| Employer contribution / active EE | $1,965 | $5,256-62.6% | $4,696-58.2% | $4,876-59.7% |
| Participant deferral / active EE | $2,491 | $6,631-62.4% | $6,247-60.1% | $5,439-54.2% |
| Admin fee / account holder | $33 | $10,906-99.7% | $9,244-99.6% | $10,886-99.7% |