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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 | $7,891 | $114,093-93.1% | $96,171-91.8% | $167,536-95.3% |
| Participation rate | 65.0% | 75.1%-10.1pp | 68.4%-3.4pp | 82.1%-17.1pp |
| Annual return | 53.33% | 190.00%-136.7pp | 192.04%-138.7pp | 478.82%-425.5pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,058 | $5,197-60.4% | $4,350-52.7% | $6,342-67.6% |
| Admin fee / account holder | $136 | $6,899-98.0% | $5,538-97.5% | $12,315-98.9% |