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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 | $4,193 | $169,237-97.5% | $129,339-96.8% | $145,978-97.1% |
| Participation rate | 61.1% | 76.5%-15.4pp | 69.6%-8.5pp | 80.3%-19.2pp |
| Annual return | 19.47% | 14364.43%-14345.0pp | 9437.05%-9417.6pp | 550.52%-531.0pp |
| Employer contribution / active EE | $661 | $5,540-88.1% | $4,154-84.1% | $4,662-85.8% |
| Participant deferral / active EE | $680 | $4,991-86.4% | $4,170-83.7% | $6,690-89.8% |
| Admin fee / account holder | $14 | $9,882-99.9% | $7,668-99.8% | $13,400-99.9% |