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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 | $657 | $167,030-99.6% | $135,768-99.5% | $155,188-99.6% |
| Participation rate | 66.7% | 76.2%-9.5pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 26.42% | 678.39%-652.0pp | 526.10%-499.7pp | 148.84%-122.4pp |
| Employer contribution / active EE | $282 | $4,132-93.2% | $3,394-91.7% | $4,248-93.4% |
| Participant deferral / active EE | $423 | $4,528-90.7% | $3,977-89.4% | $6,531-93.5% |
| Admin fee / account holder | $4 | $8,172-99.9% | $7,048-99.9% | $14,480-100.0% |