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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 | $4,935 | $124,351-96.0% | $109,188-95.5% | $167,553-97.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.76%-25.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,923 | $5,257-44.4% | $4,654-37.2% | $6,343-53.9% |
| Admin fee / account holder | $4 | $7,975-99.9% | $6,755-99.9% | $12,316-100.0% |