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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 | $21,714 | $217,427-90.0% | $185,837-88.3% | $167,518-87.0% |
| Participation rate | 57.1% | 86.0%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 0.00% | 148.39%-148.4pp | 122.08%-122.1pp | 478.71%-478.7pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,215 | $6,357-33.7% | $5,568-24.3% | $6,342-33.5% |
| Admin fee / account holder | $4 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |