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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 | $13,705 | $138,114-90.1% | $125,391-89.1% | $134,545-89.8% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | 84.18% | 750.88%-666.7pp | 572.41%-488.2pp | 418.37%-334.2pp |
| Employer contribution / active EE | $1,397 | $5,246-73.4% | $4,816-71.0% | $4,742-70.5% |
| Participant deferral / active EE | $2,611 | $7,801-66.5% | $7,448-64.9% | $6,401-59.2% |
| Admin fee / account holder | $72 | $11,570-99.4% | $10,009-99.3% | $11,431-99.4% |