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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 | $8,706 | $108,695-92.0% | $74,722-88.3% | $152,897-94.3% |
| Participation rate | 23.5% | 65.4%-41.8pp | 54.5%-30.9pp | 82.5%-58.9pp |
| Annual return | 59.87% | 114.11%-54.2pp | 753.11%-693.2pp | 345.43%-285.6pp |
| Employer contribution / active EE | $310 | $1,504-79.4% | $1,084-71.4% | $4,764-93.5% |
| Participant deferral / active EE | $1,277 | $2,712-52.9% | $1,963-35.0% | $5,851-78.2% |
| Admin fee / account holder | $146 | $4,906-97.0% | $3,335-95.6% | $11,599-98.7% |