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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 | $21,500 | $150,447-85.7% | $136,298-84.2% | $147,586-85.4% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 19.41% | 1049.15%-1029.7pp | 5156.27%-5136.9pp | 578.59%-559.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,833 | $6,631-42.2% | $6,247-38.6% | $5,439-29.5% |
| Admin fee / account holder | $114 | $10,906-99.0% | $9,244-98.8% | $10,886-99.0% |