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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 | $528 | $81,749-99.4% | $58,544-99.1% | $139,456-99.6% |
| Participation rate | 58.3% | 61.3%-3.0pp | 50.9%+7.5pp | 80.3%-22.0pp |
| Annual return | 54.00% | 7425.45%-7371.4pp | 4249.56%-4195.6pp | 373.45%-319.4pp |
| Employer contribution / active EE | $62 | $1,398-95.6% | $1,053-94.1% | $4,753-98.7% |
| Participant deferral / active EE | $248 | $2,555-90.3% | $1,923-87.1% | $6,711-96.3% |
| Admin fee / account holder | $1 | $3,272-100.0% | $2,520-99.9% | $11,407-100.0% |