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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 | $18,756 | $150,442-87.5% | $136,295-86.2% | $147,585-87.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 20.15% | 1049.09%-1028.9pp | 5155.97%-5135.8pp | 578.56%-558.4pp |
| Employer contribution / active EE | $2,843 | $5,256-45.9% | $4,695-39.5% | $4,876-41.7% |
| Participant deferral / active EE | $2,843 | $6,630-57.1% | $6,247-54.5% | $5,439-47.7% |
| Admin fee / account holder | $174 | $10,905-98.4% | $9,243-98.1% | $10,885-98.4% |