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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 | $183 | $27,800-99.3% | $58,561-99.7% | $71,511-99.7% |
| Participation rate | 36.2% | 34.6%+1.6pp | 50.9%-14.7pp | 67.9%-31.8pp |
| Annual return | 18.97% | 26.80%-7.8pp | 4251.33%-4232.4pp | 28.86%-9.9pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $1,208-100.0% | $1,923-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,637-100.0% | $2,520-100.0% | $1,588-100.0% |