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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 | $9,605 | $104,577-90.8% | $76,667-87.5% | $152,909-93.7% |
| Participation rate | 13.0% | 76.6%-63.6pp | 72.1%-59.1pp | 82.5%-69.4pp |
| Annual return | 19.33% | 1014.36%-995.0pp | 1166.74%-1147.4pp | 345.46%-326.1pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $985 | $4,237-76.7% | $3,336-70.5% | $5,851-83.2% |
| Admin fee / account holder | $66 | $12,290-99.5% | $6,423-99.0% | $11,601-99.4% |