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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 | $37 | $43,730-99.9% | $66,674-99.9% | $64,097-99.9% |
| Participation rate | 5.3% | 50.7%-45.5pp | 73.7%-68.4pp | 55.2%-49.9pp |
| Annual return | 21.08% | 53.62%-32.5pp | 321.24%-300.2pp | 34.64%-13.6pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $0 | $2,122-100.0% | $4,084-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $5,098-100.0% | $3,454-100.0% |