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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 | $850 | $76,522-98.9% | $56,033-98.5% | $145,884-99.4% |
| Participation rate | 53.3% | 63.2%-9.9pp | 52.5%+0.8pp | 80.3%-27.0pp |
| Annual return | 13.86% | 3014.28%-3000.4pp | 1711.38%-1697.5pp | 551.85%-538.0pp |
| Employer contribution / active EE | $81 | $1,382-94.1% | $1,041-92.2% | $4,662-98.3% |
| Participant deferral / active EE | $335 | $2,624-87.2% | $1,954-82.9% | $6,690-95.0% |
| Admin fee / account holder | $138 | $3,328-95.9% | $2,827-95.1% | $13,392-99.0% |