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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 | $9,324 | $78,690-88.2% | $161,489-94.2% | $87,485-89.3% |
| Participation rate | 53.1% | 67.5%-14.3pp | 78.7%-25.6pp | 68.9%-15.8pp |
| Annual return | 797.54% | 32.74%+764.8pp | 89.72%+707.8pp | 26.06%+771.5pp |
| Employer contribution / active EE | $529 | $2,588-79.6% | $4,268-87.6% | $2,596-79.6% |
| Participant deferral / active EE | $1,331 | $3,311-59.8% | $5,630-76.4% | $4,274-68.8% |
| Admin fee / account holder | $120 | $6,724-98.2% | $16,006-99.2% | $7,775-98.5% |