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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 | $4,789 | $103,038-95.4% | $90,324-94.7% | $152,909-96.9% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.5%-57.5pp |
| Annual return | 47.47% | 95.25%-47.8pp | 78.15%-30.7pp | 345.46%-298.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $825 | $4,282-80.7% | $3,885-78.8% | $5,851-85.9% |
| Admin fee / account holder | $53 | $6,177-99.1% | $5,356-99.0% | $11,601-99.5% |