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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 | $2,064 | $103,008-98.0% | $90,304-97.7% | $152,897-98.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 50.14% | 95.22%-45.1pp | 78.13%-28.0pp | 345.43%-295.3pp |
| Employer contribution / active EE | $378 | $3,139-88.0% | $2,855-86.8% | $4,764-92.1% |
| Participant deferral / active EE | $1,136 | $4,281-73.5% | $3,885-70.8% | $5,851-80.6% |
| Admin fee / account holder | $6 | $6,175-99.9% | $5,354-99.9% | $11,599-99.9% |