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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 | $1,298 | $104,650-98.8% | $83,854-98.5% | $155,188-99.2% |
| Participation rate | 33.3% | 65.1%-31.7pp | 59.1%-25.8pp | 80.8%-47.5pp |
| Annual return | 82.28% | 28.97%+53.3pp | 31.39%+50.9pp | 148.84%-66.6pp |
| Employer contribution / active EE | $227 | $1,196-81.0% | $1,017-77.7% | $4,248-94.6% |
| Participant deferral / active EE | $1,001 | $2,367-57.7% | $2,035-50.8% | $6,531-84.7% |
| Admin fee / account holder | $31 | $3,518-99.1% | $3,197-99.0% | $14,480-99.8% |