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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 | $7,307 | $72,177-89.9% | $115,038-93.6% | $59,633-87.7% |
| Participation rate | 50.0% | 72.6%-22.6pp | 81.4%-31.4pp | 68.7%-18.7pp |
| Annual return | 566.88% | 12.02%+554.9pp | 26.14%+540.7pp | 2041.45%-1474.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,168 | $4,783-12.8% | $6,026-30.8% | $3,192+30.6% |
| Admin fee / account holder | $25 | $4,927-99.5% | $8,175-99.7% | $4,297-99.4% |