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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 | $621 | $29,319-97.9% | $52,425-98.8% | $82,448-99.2% |
| Participation rate | 40.5% | 46.9%-6.3pp | 55.6%-15.1pp | 68.1%-27.5pp |
| Annual return | 26.60% | 535.20%-508.6pp | 302.12%-275.5pp | 41.64%-15.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $254 | $1,171-78.3% | $1,790-85.8% | $4,139-93.9% |
| Admin fee / account holder | $254 | $1,962-87.1% | $2,495-89.8% | $7,234-96.5% |