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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 | $1,963 | $102,696-98.1% | $86,235-97.7% | $139,487-98.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 19.57% | 1925.91%-1906.3pp | 1170.03%-1150.5pp | 373.84%-354.3pp |
| Employer contribution / active EE | $560 | $3,034-81.5% | $2,381-76.5% | $4,755-88.2% |
| Participant deferral / active EE | $1,399 | $4,679-70.1% | $3,987-64.9% | $6,713-79.2% |
| Admin fee / account holder | $30 | $8,667-99.7% | $6,856-99.6% | $11,407-99.7% |