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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 | $6,049 | $101,063-94.0% | $81,473-92.6% | $147,586-95.9% |
| Participation rate | 37.5% | 74.5%-37.0pp | 68.0%-30.5pp | 82.8%-45.3pp |
| Annual return | 160.51% | 32.41%+128.1pp | 38.78%+121.7pp | 578.59%-418.1pp |
| Employer contribution / active EE | $629 | $3,206-80.4% | $2,568-75.5% | $4,876-87.1% |
| Participant deferral / active EE | $1,391 | $4,242-67.2% | $3,537-60.7% | $5,439-74.4% |
| Admin fee / account holder | $10 | $5,812-99.8% | $4,561-99.8% | $10,886-99.9% |