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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 | $11,461 | $60,139-80.9% | $90,461-87.3% | $79,856-85.6% |
| Participation rate | 41.8% | 65.0%-23.2pp | 72.7%-30.9pp | 69.6%-27.8pp |
| Annual return | 31.58% | 71.96%-40.4pp | 1294.76%-1263.2pp | 31.71%-0.1pp |
| Employer contribution / active EE | $1,491 | $2,069-27.9% | $3,264-54.3% | $2,471-39.7% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $91 | $3,978-97.7% | $5,617-98.4% | $5,306-98.3% |