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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 | $656 | $81,668-99.2% | $58,507-98.9% | $139,487-99.5% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 354.26% | 7430.07%-7075.8pp | 4252.32%-3898.1pp | 373.84%-19.6pp |
| Employer contribution / active EE | $63 | $1,398-95.5% | $1,053-94.0% | $4,755-98.7% |
| Participant deferral / active EE | $248 | $2,554-90.3% | $1,922-87.1% | $6,713-96.3% |
| Admin fee / account holder | $1 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |