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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 | $5,620 | $123,750-95.5% | $69,611-91.9% | $145,877-96.1% |
| Participation rate | 7.7% | 69.2%-61.5pp | 66.4%-58.7pp | 80.3%-72.6pp |
| Annual return | 13.31% | 192.03%-178.7pp | 101.14%-87.8pp | 551.28%-538.0pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $1,709-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,243-100.0% | $2,891-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9 | $7,817-99.9% | $4,696-99.8% | $13,402-99.9% |