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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 | $1,610 | $61,391-97.4% | $149,723-98.9% | $71,529-97.7% |
| Participation rate | 67.6% | 62.5%+5.1pp | 78.8%-11.2pp | 67.9%-0.3pp |
| Annual return | 76.59% | 35.88%+40.7pp | 134.50%-57.9pp | 28.97%+47.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,054 | $2,921-63.9% | $5,682-81.5% | $4,291-75.4% |
| Admin fee / account holder | $63 | $1,264-95.0% | $13,215-99.5% | $1,588-96.0% |