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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 | $2,049 | $51,202-96.0% | $70,548-97.1% | $75,181-97.3% |
| Participation rate | 69.0% | 61.0%+8.1pp | 68.3%+0.7pp | 67.2%+1.8pp |
| Annual return | 1108.30% | 30.05%+1078.2pp | 32.78%+1075.5pp | 160.69%+947.6pp |
| Employer contribution / active EE | $795 | $1,827-56.5% | $2,975-73.3% | $2,671-70.2% |
| Participant deferral / active EE | $1,409 | $2,850-50.6% | $4,567-69.2% | $4,126-65.9% |
| Admin fee / account holder | $193 | $4,094-95.3% | $6,424-97.0% | $5,650-96.6% |