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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 | $11,629 | $176,831-93.4% | $146,674-92.1% | $167,497-93.1% |
| Participation rate | 33.3% | 83.6%-50.3pp | 80.1%-46.7pp | 82.1%-48.8pp |
| Annual return | 115.95% | 24.04%+91.9pp | 22.75%+93.2pp | 478.62%-362.7pp |
| Employer contribution / active EE | $2,287 | $5,161-55.7% | $4,137-44.7% | $4,838-52.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $52 | $13,261-99.6% | $10,280-99.5% | $12,310-99.6% |