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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 | $3,846 | $81,643-95.3% | $70,462-94.5% | $158,950-97.6% |
| Participation rate | 60.9% | 77.7%-16.9pp | 75.1%-14.2pp | 82.0%-21.1pp |
| Annual return | 31.08% | 208.51%-177.4pp | 109.08%-78.0pp | 302.91%-271.8pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,340 | $4,555-70.6% | $3,710-63.9% | $5,983-77.6% |
| Admin fee / account holder | $136 | $6,194-97.8% | $3,845-96.5% | $11,248-98.8% |