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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 | $6,422 | $108,695-94.1% | $74,722-91.4% | $152,897-95.8% |
| Participation rate | 62.5% | 65.4%-2.9pp | 54.5%+8.0pp | 82.5%-20.0pp |
| Annual return | 34.79% | 114.11%-79.3pp | 753.11%-718.3pp | 345.43%-310.6pp |
| Employer contribution / active EE | $544 | $1,504-63.8% | $1,084-49.8% | $4,764-88.6% |
| Participant deferral / active EE | $681 | $2,712-74.9% | $1,963-65.3% | $5,851-88.4% |
| Admin fee / account holder | $22 | $4,906-99.5% | $3,335-99.3% | $11,599-99.8% |