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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 | $15,425 | $150,446-89.7% | $136,297-88.7% | $147,585-89.5% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 30.19% | 1049.14%-1019.0pp | 5156.19%-5126.0pp | 578.58%-548.4pp |
| Employer contribution / active EE | $1,735 | $5,256-67.0% | $4,696-63.1% | $4,876-64.4% |
| Participant deferral / active EE | $2,361 | $6,631-64.4% | $6,247-62.2% | $5,439-56.6% |
| Admin fee / account holder | $84 | $10,906-99.2% | $9,244-99.1% | $10,886-99.2% |