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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 | $645 | $81,763-99.2% | $58,561-98.9% | $139,466-99.5% |
| Participation rate | 38.5% | 61.3%-22.9pp | 50.9%-12.4pp | 80.3%-41.9pp |
| Annual return | 35.16% | 7427.77%-7392.6pp | 4251.33%-4216.2pp | 373.66%-338.5pp |
| Employer contribution / active EE | $119 | $1,398-91.5% | $1,053-88.7% | $4,754-97.5% |
| Participant deferral / active EE | $237 | $2,555-90.7% | $1,923-87.7% | $6,712-96.5% |
| Admin fee / account holder | $38 | $3,273-98.8% | $2,520-98.5% | $11,409-99.7% |