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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 | $3,254 | $84,685-96.2% | $73,836-95.6% | $125,389-97.4% |
| Participation rate | 37.5% | 76.8%-39.3pp | 73.4%-35.9pp | 83.2%-45.7pp |
| Annual return | 215.01% | 3123.80%-2908.8pp | 2268.06%-2053.0pp | 282.24%-67.2pp |
| Employer contribution / active EE | $163 | $3,123-94.8% | $2,787-94.2% | $4,866-96.7% |
| Participant deferral / active EE | $982 | $3,993-75.4% | $3,583-72.6% | $5,352-81.6% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |