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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 | $3,683 | $60,139-93.9% | $90,461-95.9% | $79,856-95.4% |
| Participation rate | 45.5% | 65.0%-19.5pp | 72.7%-27.2pp | 69.6%-24.2pp |
| Annual return | 48.73% | 71.96%-23.2pp | 1294.76%-1246.0pp | 31.71%+17.0pp |
| Employer contribution / active EE | $479 | $2,069-76.8% | $3,264-85.3% | $2,471-80.6% |
| Participant deferral / active EE | $1,073 | $2,939-63.5% | $3,964-72.9% | $3,741-71.3% |
| Admin fee / account holder | $49 | $3,978-98.8% | $5,617-99.1% | $5,306-99.1% |