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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 | $8,587 | $190,916-95.5% | $160,037-94.6% | $134,545-93.6% |
| Participation rate | 22.2% | 82.0%-59.7pp | 78.0%-55.8pp | 81.2%-59.0pp |
| Annual return | 0.00% | 552.79%-552.8pp | 408.95%-409.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,920 | $6,925-72.3% | $6,184-69.0% | $6,401-70.0% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |