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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 | $3,053 | $63,768-95.2% | $98,506-96.9% | $79,389-96.2% |
| Participation rate | 69.0% | 69.9%-0.9pp | 73.3%-4.4pp | 70.7%-1.7pp |
| Annual return | 36.96% | 626.18%-589.2pp | 1494.92%-1458.0pp | 116.89%-79.9pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,769 | $3,305-46.5% | $4,277-58.6% | $4,046-56.3% |
| Admin fee / account holder | $20 | $516-96.2% | $5,955-99.7% | $626-96.8% |