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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 | $10,260 | $162,781-93.7% | $133,956-92.3% | $158,931-93.5% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 866.67% | 41.94%+824.7pp | 45.09%+821.6pp | 302.86%+563.8pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,843 | $5,911-68.8% | $5,048-63.5% | $5,982-69.2% |
| Admin fee / account holder | $36 | $11,736-99.7% | $8,927-99.6% | $11,247-99.7% |