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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 | $348 | $81,668-99.6% | $58,507-99.4% | $139,487-99.8% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 72.05% | 7430.07%-7358.0pp | 4252.32%-4180.3pp | 373.84%-301.8pp |
| Employer contribution / active EE | $47 | $1,398-96.7% | $1,053-95.6% | $4,755-99.0% |
| Participant deferral / active EE | $197 | $2,554-92.3% | $1,922-89.7% | $6,713-97.1% |
| Admin fee / account holder | $97 | $3,212-97.0% | $2,486-96.1% | $11,407-99.1% |