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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 | $2,698 | $123,750-97.8% | $69,611-96.1% | $145,877-98.2% |
| Participation rate | 66.7% | 69.2%-2.5pp | 66.4%+0.2pp | 80.3%-13.6pp |
| Annual return | 5.87% | 192.03%-186.2pp | 101.14%-95.3pp | 551.28%-545.4pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $1,709-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,243-100.0% | $2,891-100.0% | $6,691-100.0% |
| Admin fee / account holder | $25 | $7,817-99.7% | $4,696-99.5% | $13,402-99.8% |