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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 | $1,218 | $109,372-98.9% | $89,414-98.6% | $158,966-99.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 47.47% | 345.55%-298.1pp | 245.50%-198.0pp | 302.95%-255.5pp |
| Employer contribution / active EE | $358 | $3,171-88.7% | $2,586-86.2% | $4,762-92.5% |
| Participant deferral / active EE | $852 | $4,598-81.5% | $3,890-78.1% | $5,983-85.8% |
| Admin fee / account holder | $63 | $6,156-99.0% | $4,883-98.7% | $11,250-99.4% |