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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 | $5,753 | $176,688-96.7% | $130,660-95.6% | $152,897-96.2% |
| Participation rate | 58.3% | 79.0%-20.6pp | 71.7%-13.4pp | 82.5%-24.1pp |
| Annual return | 25.88% | 2693.08%-2667.2pp | 1709.29%-1683.4pp | 345.43%-319.6pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,334 | $4,362-69.4% | $3,603-63.0% | $5,851-77.2% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |