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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 | $219 | $77,908-99.7% | $149,696-99.9% | $75,173-99.7% |
| Participation rate | 36.5% | 65.6%-29.1pp | 78.8%-42.3pp | 67.2%-30.7pp |
| Annual return | 19.43% | 31.73%-12.3pp | 134.46%-115.0pp | 160.72%-141.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |