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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 | $9,126 | $226,105-96.0% | $182,540-95.0% | $152,897-94.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.5%-82.5pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,842 | $4,978-42.9% | $4,076-30.3% | $4,764-40.3% |
| Participant deferral / active EE | $3,764 | $6,370-40.9% | $5,525-31.9% | $5,851-35.7% |
| Admin fee / account holder | $15 | $10,706-99.9% | $8,593-99.8% | $11,599-99.9% |