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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 | $11,916 | $106,003-88.8% | $92,236-87.1% | $147,585-91.9% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 40.37% | 50.05%-9.7pp | 176.29%-135.9pp | 578.57%-538.2pp |
| Employer contribution / active EE | $2,267 | $4,333-47.7% | $3,679-38.4% | $4,876-53.5% |
| Participant deferral / active EE | $3,815 | $4,478-14.8% | $3,897-2.1% | $5,439-29.9% |
| Admin fee / account holder | $135 | $6,333-97.9% | $5,194-97.4% | $10,885-98.8% |