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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 | $4,813 | $98,776-95.1% | $149,745-96.8% | $79,856-94.0% |
| Participation rate | 57.8% | 75.8%-18.0pp | 82.5%-24.7pp | 69.6%-11.9pp |
| Annual return | 64.31% | 27.38%+36.9pp | 276.72%-212.4pp | 31.71%+32.6pp |
| Employer contribution / active EE | $651 | $3,217-79.8% | $4,646-86.0% | $2,471-73.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5 | $6,053-99.9% | $9,312-99.9% | $5,306-99.9% |