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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 | $9,140 | $104,924-91.3% | $84,623-89.2% | $152,885-94.0% |
| Participation rate | 55.6% | 74.8%-19.3pp | 68.2%-12.7pp | 82.5%-26.9pp |
| Annual return | 41.19% | 373.82%-332.6pp | 258.77%-217.6pp | 345.39%-304.2pp |
| Employer contribution / active EE | $617 | $3,302-81.3% | $2,652-76.7% | $4,763-87.0% |
| Participant deferral / active EE | $2,014 | $4,689-57.0% | $3,899-48.4% | $5,851-65.6% |
| Admin fee / account holder | $0 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |