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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 | $5,051 | $99,011-94.9% | $86,582-94.2% | $147,586-96.6% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 44.77% | 1312.75%-1268.0pp | 965.08%-920.3pp | 578.59%-533.8pp |
| Employer contribution / active EE | $650 | $3,132-79.2% | $2,839-77.1% | $4,876-86.7% |
| Participant deferral / active EE | $1,268 | $3,972-68.1% | $3,609-64.9% | $5,439-76.7% |
| Admin fee / account holder | $13 | $5,709-99.8% | $4,904-99.7% | $10,886-99.9% |