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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 | $2,194 | $73,518-97.0% | $63,005-96.5% | $147,585-98.5% |
| Participation rate | 14.3% | 77.9%-63.6pp | 74.8%-60.5pp | 82.8%-68.5pp |
| Annual return | 19.76% | 175.46%-155.7pp | 87.59%-67.8pp | 578.58%-558.8pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,599-100.0% | $10,886-100.0% |