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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 | $5,280 | $106,008-95.0% | $92,240-94.3% | $147,586-96.4% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 67.28% | 50.05%+17.2pp | 176.29%-109.0pp | 578.59%-511.3pp |
| Employer contribution / active EE | $1,226 | $4,333-71.7% | $3,680-66.7% | $4,876-74.9% |
| Participant deferral / active EE | $1,484 | $4,478-66.9% | $3,897-61.9% | $5,439-72.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |