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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 | $4,619 | $185,312-97.5% | $161,489-97.1% | $154,746-97.0% |
| Participation rate | 12.5% | 82.5%-70.0pp | 78.7%-66.2pp | 80.7%-68.2pp |
| Annual return | 0.00% | 103.84%-103.8pp | 89.72%-89.7pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,280 | $6,350-32.6% | $5,630-24.0% | $6,730-36.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |