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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 | $5,156 | $106,008-95.1% | $92,240-94.4% | $147,586-96.5% |
| Participation rate | 41.2% | 80.4%-39.2pp | 76.5%-35.3pp | 82.8%-41.7pp |
| Annual return | 817.65% | 50.05%+767.6pp | 176.29%+641.4pp | 578.59%+239.1pp |
| Employer contribution / active EE | $727 | $4,333-83.2% | $3,680-80.2% | $4,876-85.1% |
| Participant deferral / active EE | $1,240 | $4,478-72.3% | $3,897-68.2% | $5,439-77.2% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |