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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 | $5,719 | $176,688-96.8% | $130,660-95.6% | $152,897-96.3% |
| Participation rate | 68.8% | 79.0%-10.2pp | 71.7%-3.0pp | 82.5%-13.7pp |
| Annual return | 32.15% | 2693.08%-2660.9pp | 1709.29%-1677.1pp | 345.43%-313.3pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,933 | $4,362-55.7% | $3,603-46.4% | $5,851-67.0% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |