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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 | $13,774 | $165,939-91.7% | $122,354-88.7% | $147,586-90.7% |
| Participation rate | 44.4% | 79.6%-35.1pp | 71.6%-27.2pp | 82.8%-38.4pp |
| Annual return | 32.04% | 34.56%-2.5pp | 30.28%+1.8pp | 578.59%-546.6pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,565 | $4,005-11.0% | $3,287+8.5% | $5,439-34.4% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |