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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 | $12,295 | $150,447-91.8% | $136,298-91.0% | $147,586-91.7% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 174.57% | 1049.15%-874.6pp | 5156.27%-4981.7pp | 578.59%-404.0pp |
| Employer contribution / active EE | $1,389 | $5,256-73.6% | $4,696-70.4% | $4,876-71.5% |
| Participant deferral / active EE | $2,276 | $6,631-65.7% | $6,247-63.6% | $5,439-58.2% |
| Admin fee / account holder | $14 | $10,906-99.9% | $9,244-99.8% | $10,886-99.9% |