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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 | $1,542 | $65,367-97.6% | $92,915-98.3% | $72,976-97.9% |
| Participation rate | 0.0% | 68.3%-68.3pp | 76.0%-76.0pp | 69.5%-69.5pp |
| Annual return | 30.53% | 42.11%-11.6pp | 109.45%-78.9pp | 81.02%-50.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |