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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 | $5,515 | $67,372-91.8% | $60,906-90.9% | $134,532-95.9% |
| Participation rate | 52.4% | 76.2%-23.8pp | 73.1%-20.7pp | 81.2%-28.8pp |
| Annual return | -14.98% | 50.05%-65.0pp | 16.94%-31.9pp | 418.27%-433.3pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,413 | $4,532-24.7% | $3,814-10.5% | $6,401-46.7% |
| Admin fee / account holder | $225 | $4,588-95.1% | $3,227-93.0% | $11,429-98.0% |