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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 | $1,127 | $76,519-98.5% | $56,025-98.0% | $145,897-99.2% |
| Participation rate | 23.1% | 63.2%-40.2pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 15.76% | 3017.03%-3001.3pp | 1712.69%-1696.9pp | 552.29%-536.5pp |
| Employer contribution / active EE | $83 | $1,383-94.0% | $1,042-92.1% | $4,663-98.2% |
| Participant deferral / active EE | $260 | $2,624-90.1% | $1,955-86.7% | $6,689-96.1% |
| Admin fee / account holder | $139 | $3,331-95.8% | $2,828-95.1% | $13,390-99.0% |