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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 | $798 | $91,559-99.1% | $133,971-99.4% | $79,852-99.0% |
| Participation rate | 0.0% | 73.3%-73.3pp | 79.8%-79.8pp | 69.6%-69.6pp |
| Annual return | 16.84% | 61.85%-45.0pp | 45.09%-28.3pp | 31.72%-14.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,929-100.0% | $5,306-100.0% |