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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 | $26,247 | $180,459-85.5% | $154,108-83.0% | $135,380-80.6% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -4.59% | 888.21%-892.8pp | 735.21%-739.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,650 | $5,806-37.1% | $5,081-28.2% | $5,609-34.9% |
| Admin fee / account holder | $36 | $16,145-99.8% | $13,411-99.7% | $10,828-99.7% |