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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 | $225 | $95,406-99.8% | $185,849-99.9% | $85,847-99.7% |
| Participation rate | 36.5% | 68.8%-32.3pp | 81.7%-45.2pp | 69.3%-32.8pp |
| Annual return | 17.11% | 23.59%-6.5pp | 122.10%-105.0pp | 318.61%-301.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |