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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 | $13,241 | $154,159-91.4% | $130,026-89.8% | $139,456-90.5% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.5%-20.6pp | 80.3%-22.4pp |
| Annual return | 59.06% | 32.50%+26.6pp | -137.26%+196.3pp | 373.45%-314.4pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,919 | $6,710-26.7% | $5,821-15.5% | $6,711-26.7% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |