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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 | $7,973 | $176,402-95.5% | $134,162-94.1% | $158,966-95.0% |
| Participation rate | 22.7% | 78.7%-56.0pp | 72.2%-49.5pp | 82.0%-59.2pp |
| Annual return | 89.08% | 63.66%+25.4pp | 36.35%+52.7pp | 302.95%-213.9pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,217 | $4,093-70.3% | $3,500-65.2% | $5,983-79.7% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |