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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 | $1,388 | $81,668-98.3% | $58,507-97.6% | $139,487-99.0% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 110.42% | 7430.07%-7319.7pp | 4252.32%-4141.9pp | 373.84%-263.4pp |
| Employer contribution / active EE | $143 | $1,398-89.8% | $1,053-86.4% | $4,755-97.0% |
| Participant deferral / active EE | $682 | $2,554-73.3% | $1,922-64.5% | $6,713-89.8% |
| Admin fee / account holder | $2 | $3,212-99.9% | $2,486-99.9% | $11,407-100.0% |