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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 | $4,597 | $65,712-93.0% | $57,196-92.0% | $273,972-98.3% |
| Participation rate | 42.9% | 78.3%-35.5pp | 75.3%-32.5pp | 83.0%-40.2pp |
| Annual return | 290.44% | 22.01%+268.4pp | 14.59%+275.8pp | 41.46%+249.0pp |
| Employer contribution / active EE | $1,053 | $3,280-67.9% | $2,683-60.8% | $4,869-78.4% |
| Participant deferral / active EE | $754 | $3,782-80.1% | $3,096-75.7% | $5,287-85.7% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |