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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 | $7,977 | $150,447-94.7% | $136,298-94.1% | $147,586-94.6% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 62.74% | 1049.15%-986.4pp | 5156.27%-5093.5pp | 578.59%-515.9pp |
| Employer contribution / active EE | $3,467 | $5,256-34.0% | $4,696-26.2% | $4,876-28.9% |
| Participant deferral / active EE | $4,195 | $6,631-36.7% | $6,247-32.8% | $5,439-22.9% |
| Admin fee / account holder | $75 | $10,906-99.3% | $9,244-99.2% | $10,886-99.3% |