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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 | $208 | $99,995-99.8% | $85,063-99.8% | $145,978-99.9% |
| Participation rate | 7.1% | 74.1%-67.0pp | 67.5%-60.4pp | 80.3%-73.1pp |
| Annual return | 28.88% | 83.99%-55.1pp | 66.54%-37.7pp | 550.52%-521.6pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,295-100.0% | $4,523-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4 | $7,255-100.0% | $6,155-99.9% | $13,400-100.0% |