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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 | $4,223 | $67,352-93.7% | $60,899-93.1% | $134,509-96.9% |
| Participation rate | 43.5% | 76.2%-32.7pp | 73.1%-29.6pp | 81.2%-37.7pp |
| Annual return | -18.45% | 49.99%-68.4pp | 16.92%-35.4pp | 418.13%-436.6pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,321 | $4,539-70.9% | $3,817-65.4% | $6,400-79.4% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |