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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 | $31 | $60,454-99.9% | $81,844-100.0% | $74,459-100.0% |
| Participation rate | 5.3% | 63.0%-57.7pp | 72.4%-67.1pp | 67.2%-62.0pp |
| Annual return | 14.20% | 16.87%-2.7pp | 778.87%-764.7pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $3,398-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,490-100.0% | $7,355-100.0% | $1,945-100.0% |