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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 | $8,563 | $152,597-94.4% | $117,533-92.7% | $134,532-93.6% |
| Participation rate | 37.5% | 77.1%-39.6pp | 70.6%-33.1pp | 81.2%-43.7pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,214 | $4,821-33.3% | $4,072-21.1% | $6,401-49.8% |
| Admin fee / account holder | $61 | $7,007-99.1% | $5,647-98.9% | $11,429-99.5% |