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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 | $548 | $76,519-99.3% | $56,025-99.0% | $145,897-99.6% |
| Participation rate | 53.3% | 63.2%-9.9pp | 52.5%+0.8pp | 80.3%-27.0pp |
| Annual return | 16.71% | 3017.03%-3000.3pp | 1712.69%-1696.0pp | 552.29%-535.6pp |
| Employer contribution / active EE | $153 | $1,383-88.9% | $1,042-85.3% | $4,663-96.7% |
| Participant deferral / active EE | $334 | $2,624-87.3% | $1,955-82.9% | $6,689-95.0% |
| Admin fee / account holder | $56 | $3,331-98.3% | $2,828-98.0% | $13,390-99.6% |