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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 | $4,326 | $100,938-95.7% | $90,461-95.2% | $158,982-97.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 74.03% | 1727.20%-1653.2pp | 1294.76%-1220.7pp | 302.99%-229.0pp |
| Employer contribution / active EE | $1,131 | $3,691-69.4% | $3,264-65.3% | $4,763-76.3% |
| Participant deferral / active EE | $1,305 | $4,350-70.0% | $3,964-67.1% | $5,983-78.2% |
| Admin fee / account holder | $207 | $6,510-96.8% | $5,617-96.3% | $11,252-98.2% |