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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 | $535 | $100,073-99.5% | $85,126-99.4% | $145,877-99.6% |
| Participation rate | 68.2% | 74.1%-5.9pp | 67.5%+0.7pp | 80.3%-12.1pp |
| Annual return | 14.13% | 84.11%-70.0pp | 66.63%-52.5pp | 551.28%-537.2pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6 | $7,261-99.9% | $6,160-99.9% | $13,402-100.0% |