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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 | $8,221 | $108,695-92.4% | $74,722-89.0% | $152,897-94.6% |
| Participation rate | 17.4% | 65.4%-48.0pp | 54.5%-37.1pp | 82.5%-65.1pp |
| Annual return | 39.67% | 114.11%-74.4pp | 753.11%-713.4pp | 345.43%-305.8pp |
| Employer contribution / active EE | $369 | $1,504-75.5% | $1,084-65.9% | $4,764-92.2% |
| Participant deferral / active EE | $537 | $2,712-80.2% | $1,963-72.6% | $5,851-90.8% |
| Admin fee / account holder | $52 | $4,906-98.9% | $3,335-98.4% | $11,599-99.5% |