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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 | $40,261 | $146,267-72.5% | $197,124-79.6% | $82,448-51.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 86.7%-86.7pp | 68.1%-68.1pp |
| Annual return | 51.95% | 29.61%+22.3pp | 44.34%+7.6pp | 41.64%+10.3pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,667 | $7,035+108.5% | $9,135+60.6% | $4,139+254.3% |
| Admin fee / account holder | $134 | $14,422-99.1% | $16,298-99.2% | $7,234-98.1% |