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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 | $76,608-98.5% | $56,077-98.0% | $145,877-99.2% |
| Participation rate | 23.1% | 63.2%-40.2pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 15.76% | 3009.59%-2993.8pp | 1709.28%-1693.5pp | 551.28%-535.5pp |
| Employer contribution / active EE | $83 | $1,382-94.0% | $1,040-92.1% | $4,663-98.2% |
| Participant deferral / active EE | $260 | $2,624-90.1% | $1,954-86.7% | $6,691-96.1% |
| Admin fee / account holder | $139 | $3,325-95.8% | $2,825-95.1% | $13,402-99.0% |