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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 | $3,683 | $96,388-96.2% | $80,627-95.4% | $139,466-97.4% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 87.57% | 1352.08%-1264.5pp | 936.76%-849.2pp | 373.66%-286.1pp |
| Employer contribution / active EE | $617 | $3,260-81.1% | $2,723-77.3% | $4,754-87.0% |
| Participant deferral / active EE | $1,256 | $5,224-76.0% | $4,443-71.7% | $6,712-81.3% |
| Admin fee / account holder | $8 | $6,603-99.9% | $5,381-99.9% | $11,409-99.9% |