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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 | $26,024 | $180,466-85.6% | $154,114-83.1% | $135,382-80.8% |
| Participation rate | 30.0% | 87.4%-57.4pp | 83.0%-53.0pp | 82.6%-52.6pp |
| Annual return | -7.93% | 888.15%-896.1pp | 735.16%-743.1pp | 519.77%-527.7pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,248 | $5,806-61.3% | $5,081-55.8% | $5,609-59.9% |
| Admin fee / account holder | $39 | $16,144-99.8% | $13,411-99.7% | $10,829-99.6% |