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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 | $869 | $76,519-98.9% | $56,025-98.4% | $145,897-99.4% |
| Participation rate | 36.4% | 63.2%-26.9pp | 52.5%-16.1pp | 80.3%-43.9pp |
| Annual return | 11.90% | 3017.03%-3005.1pp | 1712.69%-1700.8pp | 552.29%-540.4pp |
| Employer contribution / active EE | $249 | $1,383-82.0% | $1,042-76.1% | $4,663-94.7% |
| Participant deferral / active EE | $541 | $2,624-79.4% | $1,955-72.3% | $6,689-91.9% |
| Admin fee / account holder | $37 | $3,331-98.9% | $2,828-98.7% | $13,390-99.7% |