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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 | $978 | $110,551-99.1% | $80,741-98.8% | $167,536-99.4% |
| Participation rate | 64.3% | 64.0%+0.3pp | 54.2%+10.1pp | 82.1%-17.8pp |
| Annual return | 296.13% | 120.57%+175.6pp | 87.30%+208.8pp | 478.82%-182.7pp |
| Employer contribution / active EE | $480 | $1,543-68.9% | $1,160-58.6% | $4,839-90.1% |
| Participant deferral / active EE | $726 | $2,870-74.7% | $2,145-66.1% | $6,342-88.5% |
| Admin fee / account holder | $7 | $4,547-99.9% | $3,380-99.8% | $12,315-99.9% |