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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 | $11,944 | $48,570-75.4% | $130,660-90.9% | $72,983-83.6% |
| Participation rate | 21.9% | 58.6%-36.7pp | 71.7%-49.9pp | 69.5%-47.6pp |
| Annual return | 26.33% | 38.63%-12.3pp | 1709.29%-1683.0pp | 81.01%-54.7pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,463-100.0% | $5,124-100.0% |