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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 | $3,663 | $136,214-97.3% | $98,775-96.3% | $167,536-97.8% |
| Participation rate | 50.0% | 70.2%-20.2pp | 65.7%-15.7pp | 82.1%-32.1pp |
| Annual return | 21.23% | 67.53%-46.3pp | 49.92%-28.7pp | 478.82%-457.6pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,209 | $3,716-67.5% | $3,035-60.2% | $6,342-80.9% |
| Admin fee / account holder | $10 | $5,031-99.8% | $4,076-99.8% | $12,315-99.9% |