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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 | $792 | $69,118-98.9% | $53,647-98.5% | $138,895-99.4% |
| Participation rate | 63.2% | 64.0%-0.8pp | 56.3%+6.9pp | 79.9%-16.8pp |
| Annual return | 32.59% | 248.26%-215.7pp | 358.33%-325.7pp | 145.39%-112.8pp |
| Employer contribution / active EE | $271 | $1,189-77.2% | $962-71.9% | $4,194-93.5% |
| Participant deferral / active EE | $235 | $2,274-89.7% | $1,813-87.0% | $6,396-96.3% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |