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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 | $10,343 | $84,236-87.7% | $170,435-93.9% | $70,126-85.3% |
| Participation rate | 0.0% | 70.8%-70.8pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 34.55% | 23.06%+11.5pp | 205.94%-171.4pp | 73.15%-38.6pp |
| Employer contribution / active EE | $557 | $3,387-83.6% | $5,432-89.7% | $2,343-76.2% |
| Participant deferral / active EE | $2,546 | $3,086-17.5% | $4,939-48.5% | $3,332-23.6% |
| Admin fee / account holder | $260 | $5,698-95.4% | $13,881-98.1% | $4,645-94.4% |