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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 | $15,070 | $185,199-91.9% | $142,874-89.5% | $167,518-91.0% |
| Participation rate | 30.0% | 78.5%-48.5pp | 72.0%-42.0pp | 82.1%-52.1pp |
| Annual return | 57.69% | 8556.90%-8499.2pp | 5638.58%-5580.9pp | 478.71%-421.0pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $625 | $4,495-86.1% | $3,838-83.7% | $6,342-90.2% |
| Admin fee / account holder | $180 | $8,031-97.8% | $6,561-97.3% | $12,312-98.5% |