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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 | $1,263 | $77,419-98.4% | $69,461-98.2% | $152,885-99.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.5%-32.5pp |
| Annual return | 19.72% | 39.07%-19.4pp | 28.97%-9.3pp | 345.39%-325.7pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |