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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 | $5,888 | $52,353-88.8% | $120,225-95.1% | $82,448-92.9% |
| Participation rate | 19.2% | 58.3%-39.1pp | 69.6%-50.3pp | 68.1%-48.8pp |
| Annual return | 47.97% | 61.85%-13.9pp | 439.23%-391.3pp | 41.64%+6.3pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $864 | $2,627-67.1% | $3,999-78.4% | $4,139-79.1% |
| Admin fee / account holder | $0 | $4,363-100.0% | $5,696-100.0% | $7,234-100.0% |