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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 | $1,000 | $69,118-98.6% | $53,647-98.1% | $138,895-99.3% |
| Participation rate | 61.9% | 64.0%-2.1pp | 56.3%+5.6pp | 79.9%-18.0pp |
| Annual return | 21.92% | 248.26%-226.3pp | 358.33%-336.4pp | 145.39%-123.5pp |
| Employer contribution / active EE | $137 | $1,189-88.5% | $962-85.8% | $4,194-96.7% |
| Participant deferral / active EE | $291 | $2,274-87.2% | $1,813-83.9% | $6,396-95.4% |
| Admin fee / account holder | $85 | $2,724-96.9% | $2,460-96.5% | $12,562-99.3% |