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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 | $1,484 | $108,695-98.6% | $74,722-98.0% | $152,897-99.0% |
| Participation rate | 62.5% | 65.4%-2.9pp | 54.5%+8.0pp | 82.5%-20.0pp |
| Annual return | 7.57% | 114.11%-106.5pp | 753.11%-745.5pp | 345.43%-337.9pp |
| Employer contribution / active EE | $492 | $1,504-67.3% | $1,084-54.6% | $4,764-89.7% |
| Participant deferral / active EE | $500 | $2,712-81.5% | $1,963-74.5% | $5,851-91.4% |
| Admin fee / account holder | $72 | $4,906-98.5% | $3,335-97.8% | $11,599-99.4% |