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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 | $5,714 | $96,419-94.1% | $80,648-92.9% | $139,487-95.9% |
| Participation rate | 47.4% | 73.6%-26.3pp | 67.0%-19.6pp | 80.3%-33.0pp |
| Annual return | 41.67% | 1352.86%-1311.2pp | 937.21%-895.5pp | 373.84%-332.2pp |
| Employer contribution / active EE | $1,091 | $3,261-66.5% | $2,724-59.9% | $4,755-77.1% |
| Participant deferral / active EE | $1,313 | $5,225-74.9% | $4,443-70.4% | $6,713-80.4% |
| Admin fee / account holder | $202 | $6,605-96.9% | $5,382-96.2% | $11,407-98.2% |