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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 | $2,589 | $102,635-97.5% | $86,209-97.0% | $139,456-98.1% |
| Participation rate | 68.2% | 74.5%-6.3pp | 69.0%-0.8pp | 80.3%-12.1pp |
| Annual return | 33.05% | 1923.53%-1890.5pp | 1169.05%-1136.0pp | 373.45%-340.4pp |
| Employer contribution / active EE | $669 | $3,034-78.0% | $2,381-71.9% | $4,753-85.9% |
| Participant deferral / active EE | $1,286 | $4,677-72.5% | $3,986-67.7% | $6,711-80.8% |
| Admin fee / account holder | $91 | $8,661-99.0% | $6,853-98.7% | $11,407-99.2% |