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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 | $6,922 | $157,304-95.6% | $141,197-95.1% | $152,909-95.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 51.68% | 64.34%-12.7pp | 71.41%-19.7pp | 345.46%-293.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,420 | $7,111-66.0% | $6,710-63.9% | $5,851-58.6% |
| Admin fee / account holder | $2 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |