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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 | $6,608 | $84,741-92.2% | $75,731-91.3% | $167,553-96.1% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.8%-58.2pp | 82.1%-65.4pp |
| Annual return | 9.87% | 199.72%-189.9pp | 104.65%-94.8pp | 478.89%-469.0pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $5,361-100.0% | $3,620-100.0% | $12,316-100.0% |