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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 | $2,606 | $95,915-97.3% | $79,580-96.7% | $134,532-98.1% |
| Participation rate | 8.3% | 75.0%-66.7pp | 69.5%-61.2pp | 81.2%-72.9pp |
| Annual return | 29.72% | -2.71%+32.4pp | 0.15%+29.6pp | 418.27%-388.6pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |