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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 | $9,649 | $63,346-84.8% | $92,240-89.5% | $70,126-86.2% |
| Participation rate | 58.7% | 68.7%-10.0pp | 76.5%-17.8pp | 69.5%-10.9pp |
| Annual return | 18.96% | 530.19%-511.2pp | 176.29%-157.3pp | 73.15%-54.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,649 | $2,854-42.2% | $3,897-57.7% | $3,332-50.5% |
| Admin fee / account holder | $50 | $3,841-98.7% | $5,194-99.0% | $4,645-98.9% |