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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 | $21,293 | $150,447-85.8% | $136,298-84.4% | $147,586-85.6% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 214.57% | 1049.15%-834.6pp | 5156.27%-4941.7pp | 578.59%-364.0pp |
| Employer contribution / active EE | $1,817 | $5,256-65.4% | $4,696-61.3% | $4,876-62.7% |
| Participant deferral / active EE | $4,065 | $6,631-38.7% | $6,247-34.9% | $5,439-25.2% |
| Admin fee / account holder | $218 | $10,906-98.0% | $9,244-97.6% | $10,886-98.0% |