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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 | $7,519 | $75,962-90.1% | $154,108-95.1% | $64,173-88.3% |
| Participation rate | 55.4% | 70.4%-15.0pp | 83.0%-27.6pp | 69.6%-14.2pp |
| Annual return | 526.39% | 30.32%+496.1pp | 735.21%-208.8pp | 7.63%+518.8pp |
| Employer contribution / active EE | $859 | $3,350-74.3% | $5,298-83.8% | $2,381-63.9% |
| Participant deferral / active EE | $1,475 | $3,175-53.6% | $5,081-71.0% | $3,470-57.5% |
| Admin fee / account holder | $128 | $5,589-97.7% | $13,411-99.0% | $4,887-97.4% |