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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 | $1,632 | $169,361-99.0% | $129,397-98.7% | $145,877-98.9% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 48.03% | 14395.54%-14347.5pp | 9453.98%-9406.0pp | 551.28%-503.3pp |
| Employer contribution / active EE | $340 | $5,542-93.9% | $4,154-91.8% | $4,663-92.7% |
| Participant deferral / active EE | $574 | $4,987-88.5% | $4,167-86.2% | $6,691-91.4% |
| Admin fee / account holder | $11 | $9,903-99.9% | $7,679-99.9% | $13,402-99.9% |