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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 | $4,524 | $108,685-95.8% | $74,719-93.9% | $152,885-97.0% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.5%-32.5pp |
| Annual return | 36.53% | 114.09%-77.6pp | 753.05%-716.5pp | 345.39%-308.9pp |
| Employer contribution / active EE | $745 | $1,504-50.5% | $1,084-31.3% | $4,763-84.4% |
| Participant deferral / active EE | $1,415 | $2,712-47.8% | $1,963-27.9% | $5,851-75.8% |
| Admin fee / account holder | $88 | $4,905-98.2% | $3,334-97.4% | $11,598-99.2% |