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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 | $227,399-98.0% | $189,758-97.6% | $198,609-97.7% |
| Participation rate | 12.5% | 84.0%-71.5pp | 79.8%-67.3pp | 82.4%-69.9pp |
| Annual return | 0.00% | 61.03%-61.0pp | 52.62%-52.6pp | 202.70%-202.7pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,280 | $6,837-37.4% | $5,856-26.9% | $6,977-38.7% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |