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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 | $4,649 | $110,551-95.8% | $80,741-94.2% | $167,536-97.2% |
| Participation rate | 66.7% | 64.0%+2.7pp | 54.2%+12.5pp | 82.1%-15.4pp |
| Annual return | 156.87% | 120.57%+36.3pp | 87.30%+69.6pp | 478.82%-321.9pp |
| Employer contribution / active EE | $500 | $1,543-67.6% | $1,160-56.9% | $4,839-89.7% |
| Participant deferral / active EE | $349 | $2,870-87.9% | $2,145-83.8% | $6,342-94.5% |
| Admin fee / account holder | $31 | $4,547-99.3% | $3,380-99.1% | $12,315-99.7% |