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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 | $56,431-89.6% | $130,788-95.5% | $87,485-93.3% |
| Participation rate | 19.2% | 58.9%-39.7pp | 70.1%-50.9pp | 68.9%-49.7pp |
| Annual return | 47.97% | 91.27%-43.3pp | 386.44%-338.5pp | 26.06%+21.9pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $864 | $2,749-68.6% | $4,137-79.1% | $4,274-79.8% |
| Admin fee / account holder | $0 | $4,433-100.0% | $6,673-100.0% | $7,775-100.0% |