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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 | $2,631 | $77,416-96.6% | $69,464-96.2% | $152,897-98.3% |
| Participation rate | 56.5% | 78.1%-21.6pp | 74.6%-18.1pp | 82.5%-25.9pp |
| Annual return | 55.63% | 39.08%+16.6pp | 28.98%+26.6pp | 345.43%-289.8pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,137 | $4,413-74.2% | $3,536-67.9% | $5,851-80.6% |
| Admin fee / account holder | $93 | $6,208-98.5% | $3,840-97.6% | $11,599-99.2% |