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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 | $7,427 | $150,447-95.1% | $136,298-94.6% | $147,586-95.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 108.88% | 1049.15%-940.3pp | 5156.27%-5047.4pp | 578.59%-469.7pp |
| Employer contribution / active EE | $983 | $5,256-81.3% | $4,696-79.1% | $4,876-79.8% |
| Participant deferral / active EE | $2,126 | $6,631-67.9% | $6,247-66.0% | $5,439-60.9% |
| Admin fee / account holder | $14 | $10,906-99.9% | $9,244-99.8% | $10,886-99.9% |