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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 | $2,343 | $169,361-98.6% | $129,397-98.2% | $145,877-98.4% |
| Participation rate | 41.2% | 76.5%-35.3pp | 69.6%-28.4pp | 80.3%-39.1pp |
| Annual return | 25.45% | 14395.54%-14370.1pp | 9453.98%-9428.5pp | 551.28%-525.8pp |
| Employer contribution / active EE | $249 | $5,542-95.5% | $4,154-94.0% | $4,663-94.7% |
| Participant deferral / active EE | $412 | $4,987-91.7% | $4,167-90.1% | $6,691-93.8% |
| Admin fee / account holder | $15 | $9,903-99.8% | $7,679-99.8% | $13,402-99.9% |