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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 | $10,202 | $176,688-94.2% | $130,660-92.2% | $152,897-93.3% |
| Participation rate | 41.7% | 79.0%-37.3pp | 71.7%-30.1pp | 82.5%-40.8pp |
| Annual return | 21.15% | 2693.08%-2671.9pp | 1709.29%-1688.1pp | 345.43%-324.3pp |
| Employer contribution / active EE | $308 | $5,743-94.6% | $4,092-92.5% | $4,764-93.5% |
| Participant deferral / active EE | $461 | $4,362-89.4% | $3,603-87.2% | $5,851-92.1% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |