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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 | $76,608-99.3% | $56,077-99.0% | $145,877-99.6% |
| Participation rate | 53.3% | 63.2%-9.9pp | 52.5%+0.8pp | 80.3%-27.0pp |
| Annual return | 16.71% | 3009.59%-2992.9pp | 1709.28%-1692.6pp | 551.28%-534.6pp |
| Employer contribution / active EE | $153 | $1,382-88.9% | $1,040-85.3% | $4,663-96.7% |
| Participant deferral / active EE | $334 | $2,624-87.3% | $1,954-82.9% | $6,691-95.0% |
| Admin fee / account holder | $56 | $3,325-98.3% | $2,825-98.0% | $13,402-99.6% |