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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 | $7,499 | $102,635-92.7% | $86,209-91.3% | $139,456-94.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 41.97% | 1923.53%-1881.6pp | 1169.05%-1127.1pp | 373.45%-331.5pp |
| Employer contribution / active EE | $666 | $3,034-78.0% | $2,381-72.0% | $4,753-86.0% |
| Participant deferral / active EE | $1,564 | $4,677-66.6% | $3,986-60.8% | $6,711-76.7% |
| Admin fee / account holder | $21 | $8,661-99.8% | $6,853-99.7% | $11,407-99.8% |