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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 | $6,715 | $103,008-93.5% | $90,304-92.6% | $152,897-95.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 42.13% | 95.22%-53.1pp | 78.13%-36.0pp | 345.43%-303.3pp |
| Employer contribution / active EE | $896 | $3,139-71.5% | $2,855-68.6% | $4,764-81.2% |
| Participant deferral / active EE | $1,462 | $4,281-65.8% | $3,885-62.4% | $5,851-75.0% |
| Admin fee / account holder | $19 | $6,175-99.7% | $5,354-99.6% | $11,599-99.8% |