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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 | $10,720 | $93,598-88.5% | $135,974-92.1% | $75,173-85.7% |
| Participation rate | 51.4% | 75.2%-23.8pp | 81.9%-30.5pp | 67.2%-15.8pp |
| Annual return | 52.21% | 30.89%+21.3pp | 68.30%-16.1pp | 160.72%-108.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,785 | $6,405-40.9% | $7,760-51.2% | $4,126-8.3% |
| Admin fee / account holder | $6 | $6,978-99.9% | $10,767-99.9% | $5,651-99.9% |