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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 | $10,746 | $138,102-92.2% | $125,381-91.4% | $134,532-92.0% |
| Participation rate | 56.5% | 84.5%-28.0pp | 82.4%-25.9pp | 81.2%-24.7pp |
| Annual return | 1924.36% | 750.73%+1173.6pp | 572.31%+1352.1pp | 418.27%+1506.1pp |
| Employer contribution / active EE | $1,545 | $5,245-70.5% | $4,815-67.9% | $4,741-67.4% |
| Participant deferral / active EE | $2,975 | $7,801-61.9% | $7,448-60.1% | $6,401-53.5% |
| Admin fee / account holder | $40 | $11,568-99.7% | $10,007-99.6% | $11,429-99.7% |