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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 | $17,698 | $176,688-90.0% | $130,660-86.5% | $152,885-88.4% |
| Participation rate | 44.4% | 79.0%-34.5pp | 71.7%-27.3pp | 82.5%-38.0pp |
| Annual return | 581.39% | 2693.08%-2111.7pp | 1709.29%-1127.9pp | 345.39%+236.0pp |
| Employer contribution / active EE | $1,514 | $5,743-73.6% | $4,092-63.0% | $4,763-68.2% |
| Participant deferral / active EE | $1,950 | $4,362-55.3% | $3,603-45.9% | $5,851-66.7% |
| Admin fee / account holder | $42 | $7,131-99.4% | $5,463-99.2% | $11,598-99.6% |