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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 | $888 | $81,763-98.9% | $58,561-98.5% | $139,466-99.4% |
| Participation rate | 56.3% | 61.3%-5.1pp | 50.9%+5.4pp | 80.3%-24.1pp |
| Annual return | 17.16% | 7427.77%-7410.6pp | 4251.33%-4234.2pp | 373.66%-356.5pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $280 | $2,555-89.1% | $1,923-85.5% | $6,712-95.8% |
| Admin fee / account holder | $262 | $3,273-92.0% | $2,520-89.6% | $11,409-97.7% |