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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 | $9,504 | $81,643-88.4% | $70,462-86.5% | $158,950-94.0% |
| Participation rate | 20.0% | 77.7%-57.7pp | 75.1%-55.1pp | 82.0%-62.0pp |
| Annual return | 21.59% | 208.51%-186.9pp | 109.08%-87.5pp | 302.91%-281.3pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,064 | $4,555-76.6% | $3,710-71.3% | $5,983-82.2% |
| Admin fee / account holder | $90 | $6,194-98.5% | $3,845-97.7% | $11,248-99.2% |