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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 | $28,664 | $168,635-83.0% | $147,617-80.6% | $125,389-77.1% |
| Participation rate | 37.5% | 88.8%-51.3pp | 84.6%-47.1pp | 83.2%-45.7pp |
| Annual return | -1.04% | 77.65%-78.7pp | 61.98%-63.0pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,213 | $5,507-59.8% | $4,895-54.8% | $5,352-58.7% |
| Admin fee / account holder | $6 | $13,580-100.0% | $11,612-100.0% | $9,541-99.9% |