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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 | $248 | $95,601-99.7% | $77,183-99.7% | $139,456-99.8% |
| Participation rate | 25.0% | 74.0%-49.0pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 16.43% | 54.96%-38.5pp | 37.89%-21.5pp | 373.45%-357.0pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,833-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1 | $8,302-100.0% | $5,475-100.0% | $11,407-100.0% |