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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 | $3,191 | $104,106-96.9% | $71,086-95.5% | $135,379-97.6% |
| Participation rate | 12.5% | 65.7%-53.2pp | 54.7%-42.2pp | 82.6%-70.1pp |
| Annual return | 25.83% | 1256.30%-1230.5pp | 650.59%-624.8pp | 519.79%-494.0pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $16 | $4,142-99.6% | $3,082-99.5% | $10,828-99.9% |