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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 | $12,956 | $82,630-84.3% | $64,105-79.8% | $125,393-89.7% |
| Participation rate | 18.2% | 75.9%-57.7pp | 68.2%-50.0pp | 83.2%-65.0pp |
| Annual return | -1.52% | 1489.72%-1491.2pp | 791.24%-792.8pp | 282.23%-283.7pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,012 | $3,608-71.9% | $2,822-64.1% | $5,351-81.1% |
| Admin fee / account holder | $165 | $6,382-97.4% | $4,499-96.3% | $9,541-98.3% |