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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 | $654 | $76,519-99.1% | $56,025-98.8% | $145,897-99.6% |
| Participation rate | 55.6% | 63.2%-7.7pp | 52.5%+3.0pp | 80.3%-24.8pp |
| Annual return | 17.77% | 3017.03%-2999.3pp | 1712.69%-1694.9pp | 552.29%-534.5pp |
| Employer contribution / active EE | $67 | $1,383-95.1% | $1,042-93.5% | $4,663-98.6% |
| Participant deferral / active EE | $286 | $2,624-89.1% | $1,955-85.4% | $6,689-95.7% |
| Admin fee / account holder | $2 | $3,331-99.9% | $2,828-99.9% | $13,390-100.0% |