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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 | $3,721 | $158,852-97.7% | $121,220-96.9% | $135,380-97.3% |
| Participation rate | 13.3% | 79.3%-66.0pp | 71.8%-58.4pp | 82.6%-69.3pp |
| Annual return | 9.91% | -0.64%+10.5pp | 16.94%-7.0pp | 519.81%-509.9pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $218 | $4,006-94.6% | $3,345-93.5% | $5,609-96.1% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |