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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 | $2,848 | $95,895-97.0% | $79,576-96.4% | $134,509-97.9% |
| Participation rate | 18.2% | 75.0%-56.9pp | 69.5%-51.3pp | 81.2%-63.0pp |
| Annual return | -9.88% | -2.72%-7.2pp | 0.15%-10.0pp | 418.13%-428.0pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $28 | $9,129-99.7% | $6,834-99.6% | $11,427-99.8% |