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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 | $3,597 | $65,434-94.5% | $98,483-96.3% | $85,847-95.8% |
| Participation rate | 35.7% | 65.0%-29.3pp | 73.3%-37.6pp | 69.3%-33.6pp |
| Annual return | 216.93% | 21.75%+195.2pp | 1494.38%-1277.5pp | 318.61%-101.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,672 | $3,168-47.2% | $4,276-60.9% | $3,952-57.7% |
| Admin fee / account holder | $47 | $4,595-99.0% | $5,953-99.2% | $6,261-99.2% |