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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 | $1,090 | $81,763-98.7% | $58,561-98.1% | $139,466-99.2% |
| Participation rate | 45.5% | 61.3%-15.9pp | 50.9%-5.4pp | 80.3%-34.9pp |
| Annual return | 73.94% | 7427.77%-7353.8pp | 4251.33%-4177.4pp | 373.66%-299.7pp |
| Employer contribution / active EE | $133 | $1,398-90.5% | $1,053-87.4% | $4,754-97.2% |
| Participant deferral / active EE | $505 | $2,555-80.2% | $1,923-73.7% | $6,712-92.5% |
| Admin fee / account holder | $2 | $3,273-99.9% | $2,520-99.9% | $11,409-100.0% |