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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 | $8,094 | $176,402-95.4% | $134,162-94.0% | $158,982-94.9% |
| Participation rate | 9.1% | 78.7%-69.6pp | 72.2%-63.1pp | 82.0%-72.9pp |
| Annual return | 17.46% | 63.66%-46.2pp | 36.35%-18.9pp | 302.99%-285.5pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $120 | $4,093-97.1% | $3,500-96.6% | $5,983-98.0% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |