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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 | $8,339 | $56,431-85.2% | $130,788-93.6% | $87,485-90.5% |
| Participation rate | 34.3% | 58.9%-24.7pp | 70.1%-35.8pp | 68.9%-34.6pp |
| Annual return | 36.80% | 91.27%-54.5pp | 386.44%-349.6pp | 26.06%+10.7pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,818 | $2,749-33.9% | $4,137-56.1% | $4,274-57.5% |
| Admin fee / account holder | $62 | $4,433-98.6% | $6,673-99.1% | $7,775-99.2% |