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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 | $9,881 | $197,819-95.0% | $155,789-93.7% | $125,389-92.1% |
| Participation rate | 33.3% | 82.1%-48.8pp | 76.1%-42.8pp | 83.2%-49.9pp |
| Annual return | 50.70% | 86.73%-36.0pp | 71.54%-20.8pp | 282.24%-231.5pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,802 | $5,631-68.0% | $4,798-62.4% | $5,352-66.3% |
| Admin fee / account holder | $13 | $9,544-99.9% | $7,477-99.8% | $9,541-99.9% |