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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 | $7,514 | $105,864-92.9% | $90,162-91.7% | $147,585-94.9% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.5pp | 82.8%-49.5pp |
| Annual return | 68.53% | 37.63%+30.9pp | 34.88%+33.6pp | 578.57%-510.0pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,028 | $5,733-64.6% | $5,287-61.6% | $5,439-62.7% |
| Admin fee / account holder | $12 | $8,046-99.9% | $5,943-99.8% | $10,885-99.9% |