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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 | $12,032 | $150,446-92.0% | $136,297-91.2% | $147,585-91.8% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 36.32% | 1049.14%-1012.8pp | 5156.19%-5119.9pp | 578.58%-542.3pp |
| Employer contribution / active EE | $2,652 | $5,256-49.5% | $4,696-43.5% | $4,876-45.6% |
| Participant deferral / active EE | $3,279 | $6,631-50.5% | $6,247-47.5% | $5,439-39.7% |
| Admin fee / account holder | $41 | $10,906-99.6% | $9,244-99.6% | $10,886-99.6% |