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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 | $5,852 | $109,863-94.7% | $98,477-94.1% | $167,518-96.5% |
| Participation rate | 38.5% | 75.8%-37.4pp | 73.3%-34.9pp | 82.1%-43.6pp |
| Annual return | 112.59% | 1958.09%-1845.5pp | 1493.59%-1381.0pp | 478.71%-366.1pp |
| Employer contribution / active EE | $1,249 | $3,225-61.3% | $2,961-57.8% | $4,838-74.2% |
| Participant deferral / active EE | $2,286 | $4,673-51.1% | $4,276-46.5% | $6,342-63.9% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |