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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 | $2,918 | $34,316-91.5% | $74,723-96.1% | $72,976-96.0% |
| Participation rate | 69.2% | 42.4%+26.8pp | 54.5%+14.8pp | 69.5%-0.3pp |
| Annual return | 193.89% | 26.58%+167.3pp | 753.18%-559.3pp | 81.02%+112.9pp |
| Employer contribution / active EE | $830 | $692+20.0% | $1,084-23.4% | $2,440-66.0% |
| Participant deferral / active EE | $1,199 | $1,272-5.7% | $1,962-38.9% | $3,608-66.8% |
| Admin fee / account holder | $28 | $2,125-98.7% | $3,335-99.2% | $5,124-99.5% |