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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 | $7,949 | $102,663-92.3% | $86,216-90.8% | $139,466-94.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 39.57% | 1924.52%-1884.9pp | 1169.42%-1129.8pp | 373.66%-334.1pp |
| Employer contribution / active EE | $888 | $3,035-70.7% | $2,382-62.7% | $4,754-81.3% |
| Participant deferral / active EE | $4,067 | $4,677-13.1% | $3,986+2.0% | $6,712-39.4% |
| Admin fee / account holder | $13 | $8,663-99.9% | $6,853-99.8% | $11,409-99.9% |