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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 | $4,314 | $57,305-92.5% | $86,640-95.0% | $75,173-94.3% |
| Participation rate | 53.8% | 63.2%-9.4pp | 71.7%-17.9pp | 67.2%-13.4pp |
| Annual return | 45.16% | 2674.24%-2629.1pp | 592.52%-547.4pp | 160.72%-115.6pp |
| Employer contribution / active EE | $379 | $2,316-83.6% | $3,024-87.5% | $2,671-85.8% |
| Participant deferral / active EE | $1,714 | $3,320-48.4% | $4,438-61.4% | $4,126-58.5% |
| Admin fee / account holder | $10 | $4,116-99.8% | $5,616-99.8% | $5,651-99.8% |