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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 | $7,076 | $183,592-96.1% | $155,574-95.5% | $145,877-95.1% |
| Participation rate | 63.2% | 82.7%-19.5pp | 78.2%-15.1pp | 80.3%-17.1pp |
| Annual return | 138.30% | 61.37%+76.9pp | 64.87%+73.4pp | 551.28%-413.0pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,583 | $6,466-60.0% | $5,629-54.1% | $6,691-61.4% |
| Admin fee / account holder | $13 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |