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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 | $3,872 | $99,009-96.1% | $86,581-95.5% | $147,585-97.4% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 43.20% | 1312.70%-1269.5pp | 965.06%-921.9pp | 578.58%-535.4pp |
| Employer contribution / active EE | $289 | $3,132-90.8% | $2,840-89.8% | $4,876-94.1% |
| Participant deferral / active EE | $1,028 | $3,972-74.1% | $3,609-71.5% | $5,439-81.1% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |