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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 | $5,058 | $85,169-94.1% | $172,755-97.1% | $72,983-93.1% |
| Participation rate | 58.5% | 70.1%-11.5pp | 82.6%-24.1pp | 69.5%-11.0pp |
| Annual return | 32.19% | 27.32%+4.9pp | 802.94%-770.8pp | 81.01%-48.8pp |
| Employer contribution / active EE | $784 | $3,324-76.4% | $5,144-84.8% | $2,440-67.9% |
| Participant deferral / active EE | $1,000 | $3,260-69.3% | $5,198-80.8% | $3,608-72.3% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |