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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 | $5,812 | $107,941-94.6% | $91,994-93.7% | $152,897-96.2% |
| Participation rate | 57.1% | 81.2%-24.0pp | 78.6%-21.5pp | 82.5%-25.3pp |
| Annual return | 1285.06% | 89.28%+1195.8pp | 69.04%+1216.0pp | 345.43%+939.6pp |
| Employer contribution / active EE | $1,249 | $4,212-70.3% | $3,453-63.8% | $4,764-73.8% |
| Participant deferral / active EE | $1,899 | $6,366-70.2% | $5,924-67.9% | $5,851-67.5% |
| Admin fee / account holder | $7 | $10,521-99.9% | $7,744-99.9% | $11,599-99.9% |