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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 | $16,175 | $106,008-84.7% | $92,240-82.5% | $147,586-89.0% |
| Participation rate | 69.2% | 80.4%-11.2pp | 76.5%-7.3pp | 82.8%-13.6pp |
| Annual return | 51.16% | 50.05%+1.1pp | 176.29%-125.1pp | 578.59%-527.4pp |
| Employer contribution / active EE | $2,866 | $4,333-33.9% | $3,680-22.1% | $4,876-41.2% |
| Participant deferral / active EE | $8,564 | $4,478+91.2% | $3,897+119.8% | $5,439+57.5% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |