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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 | $7,293 | $52,961-86.2% | $172,752-95.8% | $65,185-88.8% |
| Participation rate | 13.5% | 66.2%-52.7pp | 82.6%-69.1pp | 70.2%-56.7pp |
| Annual return | 15111.68% | 30.12%+15081.6pp | 802.97%+14308.7pp | 29.38%+15082.3pp |
| Employer contribution / active EE | $366 | $2,190-83.3% | $5,144-92.9% | $2,177-83.2% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $39 | $472-91.7% | $13,955-99.7% | $847-95.4% |