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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 | $1,354 | $81,727-98.3% | $58,534-97.7% | $139,427-99.0% |
| Participation rate | 68.4% | 61.3%+7.1pp | 50.9%+17.6pp | 80.3%-11.9pp |
| Annual return | 20.91% | 7422.38%-7401.5pp | 4248.32%-4227.4pp | 373.27%-352.4pp |
| Employer contribution / active EE | $402 | $1,399-71.3% | $1,054-61.9% | $4,752-91.5% |
| Participant deferral / active EE | $412 | $2,557-83.9% | $1,924-78.6% | $6,711-93.9% |
| Admin fee / account holder | $144 | $3,271-95.6% | $2,519-94.3% | $11,404-98.7% |