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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 | $8,816 | $108,695-91.9% | $74,722-88.2% | $152,897-94.2% |
| Participation rate | 42.9% | 65.4%-22.5pp | 54.5%-11.6pp | 82.5%-39.6pp |
| Annual return | 28.90% | 114.11%-85.2pp | 753.11%-724.2pp | 345.43%-316.5pp |
| Employer contribution / active EE | $742 | $1,504-50.7% | $1,084-31.6% | $4,764-84.4% |
| Participant deferral / active EE | $1,545 | $2,712-43.0% | $1,963-21.3% | $5,851-73.6% |
| Admin fee / account holder | $26 | $4,906-99.5% | $3,335-99.2% | $11,599-99.8% |