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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 | $19,950 | $150,442-86.7% | $136,295-85.4% | $147,585-86.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 34.26% | 1049.09%-1014.8pp | 5155.97%-5121.7pp | 578.56%-544.3pp |
| Employer contribution / active EE | $3,774 | $5,256-28.2% | $4,695-19.6% | $4,876-22.6% |
| Participant deferral / active EE | $6,166 | $6,630-7.0% | $6,247-1.3% | $5,439+13.4% |
| Admin fee / account holder | $103 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |