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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 | $10,475 | $100,811-89.6% | $86,698-87.9% | $134,545-92.2% |
| Participation rate | 44.4% | 79.0%-34.5pp | 76.6%-32.1pp | 81.2%-36.8pp |
| Annual return | -16.24% | 29.11%-45.3pp | 35.96%-52.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,077 | $5,339-61.1% | $4,656-55.4% | $6,401-67.6% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |