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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 | $10,308 | $81,643-87.4% | $70,462-85.4% | $158,950-93.5% |
| Participation rate | 38.9% | 77.7%-38.8pp | 75.1%-36.2pp | 82.0%-43.1pp |
| Annual return | 47.89% | 208.51%-160.6pp | 109.08%-61.2pp | 302.91%-255.0pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,477 | $4,555-45.6% | $3,710-33.2% | $5,983-58.6% |
| Admin fee / account holder | $0 | $6,194-100.0% | $3,845-100.0% | $11,248-100.0% |