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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 | $1,325 | $81,763-98.4% | $58,561-97.7% | $139,466-99.0% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 126.20% | 7427.77%-7301.6pp | 4251.33%-4125.1pp | 373.66%-247.5pp |
| Employer contribution / active EE | $149 | $1,398-89.4% | $1,053-85.9% | $4,754-96.9% |
| Participant deferral / active EE | $594 | $2,555-76.8% | $1,923-69.1% | $6,712-91.2% |
| Admin fee / account holder | $2 | $3,273-99.9% | $2,520-99.9% | $11,409-100.0% |