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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 | $17,740 | $180,459-90.2% | $154,108-88.5% | $135,380-86.9% |
| Participation rate | 28.6% | 87.4%-58.9pp | 83.0%-54.5pp | 82.6%-54.1pp |
| Annual return | -8.41% | 888.21%-896.6pp | 735.21%-743.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,171 | $5,806-62.6% | $5,081-57.3% | $5,609-61.3% |
| Admin fee / account holder | $33 | $16,145-99.8% | $13,411-99.8% | $10,828-99.7% |