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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 | $19,229 | $138,072-86.1% | $123,549-84.4% | $135,382-85.8% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | 1129.57% | 153.69%+975.9pp | 119.20%+1010.4pp | 519.77%+609.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,756 | $6,799+72.9% | $6,426+82.9% | $5,609+109.6% |
| Admin fee / account holder | $26 | $10,917-99.8% | $9,284-99.7% | $10,829-99.8% |