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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 | $4,900 | $77,419-93.7% | $69,461-92.9% | $152,885-96.8% |
| Participation rate | 14.3% | 78.1%-63.8pp | 74.6%-60.3pp | 82.5%-68.2pp |
| Annual return | 0.00% | 39.07%-39.1pp | 28.97%-29.0pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $998 | $4,414-77.4% | $3,536-71.8% | $5,851-82.9% |
| Admin fee / account holder | $69 | $6,207-98.9% | $3,840-98.2% | $11,598-99.4% |