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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 | $1,727 | $107,030-98.4% | $73,550-97.7% | $147,586-98.8% |
| Participation rate | 25.0% | 66.4%-41.4pp | 54.9%-29.9pp | 82.8%-57.8pp |
| Annual return | 40.25% | 38.25%+2.0pp | -15.16%+55.4pp | 578.59%-538.3pp |
| Employer contribution / active EE | $200 | $1,760-88.6% | $1,219-83.6% | $4,876-95.9% |
| Participant deferral / active EE | $300 | $2,458-87.8% | $1,804-83.4% | $5,439-94.5% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |